Making a stand alone invoice

If no opportunity is required and a customer is just requesting a products or service use the New Invoice button directly from the client. This will make a won opportunity automatically and a new project ready to invoice from.

*An invoice can also be added directly to an existing project when the project is ongoing. Note we treat expenses differently to a new invoice.

See the Direct Invoicing Video

Stock Management on Invoices

When making an invoice if stock control is on there are some stock control processes that can be applied. The options are:

1. Do nothing
2. Draw down the available stock by the quantity numbers
3. Draw down all units from stock. This as the potential for taking stock levels into negative values.