What are Invoices?
Understand how invoices work in OutSmart and what the invoice module includes.
An invoice is the billing document you send to a customer for completed work or delivered goods.
It shows what you charged, how much is due, and the current payment status.
How invoices work in OutSmart
OutSmart includes a built-in invoice module.
You do not need a separate invoicing tool to create, send, and manage invoices.
You can create invoices in three ways:
as a standalone invoice
from a completed work order
from a quotation
If one job includes multiple work orders, you can bundle them into one invoice.
What happens when you invoice work
When you create an invoice from a work order, OutSmart copies the available work data.
That can include customer details, used materials, and registered hours.
When you create an invoice from a quotation, OutSmart copies the quotation data into the new invoice.
How invoice status works
Invoices use statuses to show where they are in the process.
For example, they can still be a draft, already be sent, or already be paid.
These statuses use colors, and you can change those colors to fit your workflow.
How invoice setup stays organized
Invoice schemes control the main sending flow.
A scheme combines:
the invoice layout
the email template
reminder settings
expiry and payment term behavior
You can create multiple schemes for different customers, languages, or billing flows.
How payment registration works
You can register received payments on an invoice manually.
When the full amount is registered, the invoice status changes to Paid automatically.
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