Invoices and payments
Invoice an order and record the payments against it.
Updated
Create an invoice
Invoices are made from sales orders. On the Sales Orders page, open the order's menu and choose Create invoice. The invoice takes the order's total, and each of the order's line items becomes a numbered job.
An order can have one invoice. If you void the invoice, the order can be invoiced again.
Send and print
On the Invoices page, open the invoice's menu to view or download the PDF, or to send it to the customer by email.
Record a payment
- Open the invoice's menu and choose Make payment.
- Pick the payment method.
- Enter the amount and the reference number.
- Attach a photo of the payment slip if you have one. rastr can read the reference and amount from it.
- Save. The payment is a receipt, and the customer is emailed a payment receipt.
You can record several payments against one invoice, for a deposit and a balance.
Invoice status
You do not set the paid status by hand. rastr works it out from the receipts:
- Unpaid: nothing paid yet.
- Partially paid: some paid, a balance remains.
- Paid: the balance is zero.
- Void: canceled. Voiding an invoice voids its receipts and cannot be undone.
Fix a wrong payment
On the Receipts page, open the receipt's menu and choose Void. The amount goes back on the invoice's balance. Then record the correct payment.
QuickBooks
On the Business plan, invoices and payments sync to QuickBooks Online as you save them. See QuickBooks.