Invoicing

inniAccounts allows you to create professional invoices for your clients in seconds.

Invoices are a crucial part of any businesses records as they contain important information about services, taxes and payments. Creating invoices in inniAccounts takes a matter of seconds once you’ve set up your contract and made entries in your Quick Entry area.

Creating an invoice

From the invoicing page click on the new invoice button and select your contract to pre-populate a new invoice with information you entered in the contract settings area. If you want to use an existing invoice to create a new invoice, view the invoice you want to duplicate and click the copy button at the top.

The invoice editor will be displayed where you can see your client’s details and add items to your invoice.

The invoice number is automatically generated and the invoice address and description is also pre-populated. The payment due date is displayed on the invoice and is also used to show a reminder on your company’s dashboard.

Adding items to your invoice

You can now use the add invoice line button at the bottom of the screen to add lines to your invoice.

• Billable time – imports unbilled time that you’ve recorded on your timesheet
• Billable journey – imports billable mileage that you’ve recorded in your mileage log
• Billable expense – imports billable expenses that you’ve recorded in either your Quick Entry or bookkeeping area
• Manual line – allows you to create a manual invoice line, just select the category and enter the description, quantity and unit price.

You can edit the description, quantity, unit price and VAT rate (if applicable) for any invoice line by clicking on the edit button next to the line.  Click on the green check when you’re done.  You can delete an invoice line by clicking on the blue cross.

Once you’ve finished editing your invoice click on the save button at the top of the page.  You’ll be taken to the invoice summary page where you can download a PDF copy of your invoice or email it to your client.

Deleting invoices

1. Click on Invoicing in the navigation bar and then select invoices.
2. From the summary table of invoices, click on the invoice that you wish to delete
3. Click the Delete Invoice button at the top of the screen and confirm you wish to delete it

Emailing, downloading and printing invoices

You can download a PDF version of your invoices, which you can then either file or print.

1. Click on the Invoicing in the navigation bar and then select invoices.
2. Locate the invoice you wish to email or download.  If it is not visible, check that you have them all displayed by using the Status pull down.
3. Click on the required invoice.
4. To email the invoice, click on the Email PDF button at the top of the screen and enter the details in the dialogue box.
5. To view, download or print the invoice, click the View PDF button.  The invoice will be displayed from which you can save or print.

Receiving payment for invoices

Once you’ve created an invoice it will appear in two places – on the list of pending payments on your bookkeeping page and when you are approaching your due date it will also appear on your dashboard as a reminder. You can mark the payment receive for your invoice in either of these places.

When you click on a pending payment to mark it as paid, you need to enter the details about the payment. If you have your bank statement to hand and have confirmed that the details match exactly to your statement (date and amount), you can click the Match button. If you don’t have your bank statement you can just click save and reconcile it later.

You can also enter a part payment for an invoice – inniAccounts will automatically keep track of the outstanding balance.