Create or change a draft invoice

Only a draft can be changed. Once an invoice is issued it is a financial record that is never edited; you correct it with a credit note or by voiding it.

Create a one-off invoice

  1. Open Invoices and select New invoice.
  2. Pick the Customer.
  3. Choose a Subscription, or leave None (a one-off charge). With a subscription and no lines, the draft bills the subscription's one-time charges that are not billed yet, such as installation or onboarding.
  4. Check Billing entity, Billing contact and Payment terms. Left as they are, they come from the subscription, the billing entity or the customer's primary contact.
  5. Add a PO number and Notes on the invoice if the customer needs them.
  6. Select Add line for each charge. Choose the Kind (Software, Hosting, Consulting, Other or Discount), then type a Description, the Quantity and the Unit price (for a discount, the Amount off). The arrows change the order of the lines.
  7. Select Create draft.

Change a draft

  1. Open the draft and select Edit.
  2. Change what you need and select Save draft.

Saving recalculates every line, the sales tax and the total. ASTRO adds the sales tax for the customer's location; you never type a tax line. If someone else saved the draft at the same time, ASTRO says so: select Reload and make your change again.

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