This guide provides a comprehensive overview of invoicing within Commusoft. It will take you step-by-step through each page within the invoicing module, ensuring you fully understand its features and functions.
Add an Invoice
Learn how to create an invoice after a job has been completed to request payment from the customer.
Add a Draft Invoice
Understand how to create a draft invoice to review and make changes before sending it to the customer.
Add a Credit Note to a Customer
Learn how to add a credit note to a customer account and allocate it to an invoice.
Add Payment to Customer Invoice
Discover how to add a payment against an invoice and allocate payments across multiple invoices for a customer.
Invoice Types
Explore the different types of invoices you can create in the system, their workflows, and how to access them.
Customise Invoice Titles
Learn how to rename invoice types by customizing the invoice titles. This is useful for matching your company’s branding or workflows.
Frequently Asked Questions
Browse a collection of answers to the most common invoicing questions received by our support team.