Invoices

Create, send, configure, and follow invoices from the BackOffice.

Invoices lets you bill customers directly from OutSmart.

Use it to create invoices, configure schemes and layouts, track communication, and register payments.

When you send an invoice, it becomes final.

You can no longer edit or delete it afterward.

Start here

• What are Invoices?

Create and process invoices

• Create an invoice
• Credit an invoice
• Register a transaction on an invoice
• Add a transaction type

Configure invoice setup

• Create an invoice scheme
• Create an invoice layout
• Create an invoice email template
• Set payment terms in an invoice scheme
• Change invoice numbering

Customize the invoice output

• Show item notes on an invoice
• Add attachments, work orders, and forms to invoices
• Change invoice status colors
• Configure the invoice overview

Follow invoice communication

• View the invoice communication log

What you can do with invoices

• create standalone invoices
• invoice completed work orders
• convert sent quotations into invoices
• manage layouts, schemes, reminders, and payment follow-up

Related topics

• BackOffice
• Work Orders
• Quotations
• Items and Materials