Invoice+ | Micropedia

Introducing Invoice+, the invoicing module in Microbizz. You create and send your invoices here when work is finished.

You build the invoice, post it, and send it to your customer as a PDF or as an electronic invoice. Invoice+ gives it its number, works out the due date, adds the fees you have agreed, and keeps track of what has been paid.

Nothing is final until you press Post. Up to that moment an invoice is a draft you can change or delete freely.

The words we use

Post: settling the invoice. It gets its number, its due date and it can no longer be changed.

Line: one thing the customer is paying for.

Fee: a line Invoice+ adds for you, such as an environmental or administration charge.

Credit note: a document that reverses an invoice, in whole or in part.

Payment terms: the number of days from invoice date to due date.

Service value: how much of an invoice is work rather than materials.

Three things worth knowing up front

Posting is one way. Once an invoice is posted it cannot be edited, deleted or posted again. That is what keeps your invoice numbering reliable. The correction for a posted invoice is a credit note.

Most of an invoice fills itself in. Pick the customer and you get their addresses, their payment terms and their invoice email. Pick a product on a line and you get the text, the unit and the price agreed with that customer. All of it can be changed afterwards.

Sending electronically requires more than sending a mail. VAT numbers, full addresses, a payment means and a requisition are all required. Invoice+ checks before it sends and tells you what is missing.

The documentation

Read these in order if Invoice+ is new to you. Each page links to the next.

Page	What it covers
1. Getting started with Invoice+	What the module does, where to find it, and the five things that must be in place before your first invoice
2. Finding your invoices	The list, the searches worth knowing, the payment status colours, and the forecast
3. Creating an invoice	What fills itself in, the fields worth getting right, and invoicing from a task
4. Invoice lines	Product lines, text lines and sections, what each column does, and how the total is calculated
4.1 Fees	The three fee types, the two strategies, and how to choose between them
4.2 Service value	Showing how much of an invoice is work, what to set the percentage to, and when you have to recalculate
5. Posting and sending	What posting does, the three ways to send, what electronic invoicing requires, and resending
6. Payment and credit notes	Recording payments in full or in part, and reversing an invoice you cannot change
7. Settings and lists	Payment terms, payment means, cost groups, number series and the module settings
8. Good to know about Invoice+	The behaviours that are easy to misread, and what they actually do

Common questions

Question	Answer
Where do I find it?	Under Invoice in the menu. Contact us if you cannot see it.
I posted an invoice by mistake. Can I undo it?	No. Create a credit note to reverse it, then raise a correct invoice.
Why does my draft have no invoice number?	Numbers are handed out at posting, which keeps the numbering free of gaps.
Why can I not find an invoice by customer name?	The quick search matches the title. Use the advanced search for customer, status, amount or date.
Why is the total lower than I expected?	Amounts on the invoice are before VAT. VAT is applied on the finished document.
Can I send the timesheet along with the invoice?	Yes. Attach the PDF to the invoice and mark it Include in PDF, and it is merged into the document.
The invoice went to the wrong person. Do I have to credit it?	No. Use Resend, which lets you change the recipients without touching the invoice.
Can I credit just one line?	Yes. Create the credit note and delete the lines you are not crediting.