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Invoice actions

8 articles
Add an invoice addressHow to add an invoice address to a customer/work address record.
Invoice settingsSteps on how to set up a care of invoice address or over ride the invoice address.
How to create an invoiceHow to create an invoice for a job in Commusoft, select an invoice type, save as a draft, and convert a draft invoice to an active invoice.
Creating consolidated invoicesHow to combine multiple job invoices into a single consolidated invoice for a customer in Commusoft. Available on Go Paperless and above in the UK, and All-in-one and above in…
Adding a paymentHow to add a payment against a customer invoice and use cash allocations to apply one payment across multiple invoices.
Raising a credit noteHow to raise a credit note against a customer or a specific invoice in Commusoft, and how to refund a credit note in full or partially.
Send a customer statementHow to send a customer statement in Commusoft — group by contact, preview the PDF, and deliver by print, email, or download.
How to apply the domestic reverse charge to an invoiceApply a domestic reverse charge VAT rate to an invoice so your customer accounts for the VAT with HMRC.