In Rentman, you can generate invoices, export them to accounting software, or mark them as paid. Read this article to learn how to set up your invoicing.

Generate an invoice

For an existing project

  1. (From monetization_on Invoice module > To be invoiced) Select the project you want to invoice and click on monetization_on Invoice.
    (From project) Financial tab, click on  Add invoice
  2. Check the settings.
  3. Choose to invoice the whole total in one go or to make a partial invoice.
  4. (Optional) In the Invoice lines section, you can add additional amounts to the total of the project. If you add a line with a negative amount, this will be subtracted from the total.
  5. (Optional) In the Invoices to subtract section, you can deduct an amount you have already charged in a previous invoice - this is especially useful if you are invoicing the project in different moments.
  6. Click  Generate on the top left of the screen.

Not connected to a project

  1. Go to monetization_on Invoice module > Invoices
  2. Click on  Add invoice
  3. Fill in the details.
  4. In the Invoice lines section, you can add additional amounts to the total of the project. If you add a line with a negative amount, this will be subtracted from the total.
  5. (Optional) In the Invoices to subtract section, you can deduct an amount you have already charged in a previous invoice - this is especially useful if you are invoicing the project in different moments.
  6. Click on  Generate

Change invoice moment and payment term

Inside the project, you can always manually change the default invoice moment that was applied to the customer or to the project type. To do this:

  1. Go to the Financial tab of a project.
  2. Click on the Invoice moment field, and select another invoice moment.

After you generate an invoice, you can manually change the default Payment term you set for the customer. To do this:

  1. Generate an invoice.
  2. Click on edit edit 
  3. Select a different Due date or Payment term.

To be invoiced subfolder

In the To be invoiced subfolder of the monetization_on Invoice module, you will see all the projects you still have to invoice. A project shows up in this tab when the following parameters are met:

  • the project is confirmed
  • the date corresponding to the invoice moment of the project is in the period you select in the filter

When the date corresponding to the invoice moment of the project is passed but you still haven't invoiced the project, the project will be highlighted in red.

Download or email your invoice

After generating your invoice, you can download the document as a Word, PDF or  XML file by clicking on mceclip0.png

You can email your invoice by clicking on mceclip1.png  In the Configuration module, you can choose to always BCC invoices to an email address (for example, to your accountant).

Partial invoices

Partial invoices are useful if you prefer to invoice your projects in different moments instead of in one go.

When you generate an invoice, 100% of the project's total is automatically selected. If you want to create a partial invoice, you can uncheck one of the checkboxes in the Project sum section and insert a percentage. 

When you will create the invoice for the rest of the project, you can subtract the amount already invoiced in the Invoices to subtract section.

Export invoices

There are several ways to export your invoices:

Create a credit note

From an existing invoice

  1. Go to monetization_on Invoice module > Invoices
  2. Select the invoice for which you want to create a credit note.
  3. Click on More options more_vert button.
  4. Select "Create a credit note"

Not connected to an invoice

  1. Go to monetization_on Invoice module > Invoices
  2. Click on  Add invoice
  3. Fill in the details.
  4. Add a negative amount as an invoice line.
  5. Click on  Generate

Mark invoices as paid

If you let your clients pay your invoices with Mollie or Stripe, the invoices are automatically marked as paid. For all the other options, it's necessary to do this operation manually.

To mark one or multiple invoices as paid:

  1. Go to monetization_on Invoice module > Invoices
  2. Select the invoices you want to mark as paid
  3. Click on More options more_vert button
  4. Select "Edit payment status"
  5. Select "Yes"
  6. (Optional) Change payment method and date
  7. Save

 

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