You make an invoice as a draft first. Only when you issue it does it get a number and become fixed. After that you keep track of what's been paid, and you correct with a credit note.
Making an invoice
Click New invoice. Choose a customer, or add one right there with + New customer. Then fill in the lines: a description, the quantity, the unit and the price. Huismus works out the total as you type.
Save draft keeps it so you can carry on later. You can change a draft as often as you like, or delete it. Preview PDF shows what the invoice will look like.
If you leave the due date empty, Huismus uses the customer's payment term, or otherwise the one from your settings.
Issuing
Ready? Click Issue…. You first see a summary: the customer, the amount and the number the invoice will get. With Issue for good:
- the invoice gets the next number, with no gaps in the series;
- Huismus records your business details and the customer's as they are now. If you change an address later, the invoice stays as you sent it;
- the invoice is fixed. You can't change or delete it anymore.
Then download the PDF with PDF, or mail it with Mail. See Mail.
Payments
The invoice shows its payment status: unpaid, partly paid, paid or overdue. When a payment comes in, click Record payment. The amount is already filled in with what's still open. A partial payment works too.
The overview shows how much is open in total and which invoices are late.
Correcting something
You don't change an issued invoice anymore. If something's wrong, make a credit note with Create credit note…. That's an invoice with negative amounts that undoes the old one, in full or in part. Huismus starts with the same lines as the invoice, or with an empty credit note if you're crediting only part of it. Then make a new invoice if you need one.
Did you just make a mistake and haven't sent the invoice yet? Edit anyway… turns it back into a draft, with the same number. Huismus asks you to confirm first. Cancel in the draft takes you back to the invoice as it was.
Copying
Do you send the same invoice more often, every month for example? Open the last one and click Copy. You get a new draft with the same customer and lines.