Invoices or Bills

Invoices (can be referred to as Bills) are created for every item that requires a payment. When a customer makes an Order (adding items to their basket) after the proceed to the payment options, an Invoice/Bill will be created. 

The Invoice screen will list all your invoices by their unique numbers, the amount and the customer. It will also show the issue date and status of the order i.e. Unpaid, Paid etc. 

You can also see all invoices by customer, by heading to their profile and clicking the Invoices tab.

Manual Invoices

To create a manual invoice or bill, head to the customer's profile page and click the Invoices tab. Then click the New Invoice button appears at the top of the page. 

You can then write a description of the item, its unit cost, tax rate (if applicable) and quantity. If you need to add more items, click the Add Invoice button and amend the due date if necessary. When you have all your items click the Create Invoice button.

Amending an Invoice

When an invoice is attached to an event entry, and you want to add an item like Transponder hire or a pit bay reservation, it is recommended that you edit the existing entry which will then prompt you to add the items to an existing unpaid Invoice. 

However, if you want to add an item other than something purchased on the system, you can click on an Invoice and click the Edit button at the top of the screen. From here you can then add items and then click the Update Invoice button to save your changes.