Issue, send and void an invoice

An invoice page shows the customer, total, paid amount, balance, issue and due dates, then tabs: Lines, Payments, Credit notes, Documents, E-mails and History. Which tabs and buttons you see depends on the invoice's status and your role.

Issue a draft

  1. Open the draft and check it.
  2. Select Issue, then Issue invoice.

The invoice takes the next number of its billing entity and today's date. From then on it is never edited or deleted. To throw a draft away instead, select Delete draft.

E-mail it to the customer

  1. Select Email invoice (Resend once it has been sent).
  2. Check To, Cc, Subject, Message and the attachments. Nothing leaves until you select Send email.

The E-mails tab lists every e-mail sent for the invoice. Download PDF gives you the invoice as a PDF at any time.

Record a payment

While money is still owed, Record payment opens the payment form with this invoice already chosen.

Correct an issued invoice

  • Create credit note gives part or all of it back to the customer.
  • Void cancels an invoice that should never have been issued. Give a reason and select Void invoice. It keeps its number, stays in the history, owes nothing, and its next PDF is stamped VOID. This cannot be undone. If payments or credit notes are on the invoice, ASTRO lists them: reverse the payments and void the credit notes first.
  • Regenerate period appears on a voided recurring invoice. It makes the billing period billable again, so the next recurring run makes a new draft for it. Nothing is billed straight away.

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