Invoices — Overview

What is this?

In the Invoices tab your choir issues its own invoices, for example to an organiser for a concert or for a sponsorship service. The list shows number, recipient, date, account, amount and status, 25 invoices per page.

There are four statuses:

• Draft — still editable, no number yet
• Final — with a number and a stored PDF, no longer editable
• Credited — cancelled by a credit note
• Cancelled

Credit notes appear as invoices of their own in the list.

How to use the overview

1. Open Ensembles, choose your choir and go to Cash book > Invoices.
2. Search by number or recipient in the search field.
3. Filter by status, by Account if you have several accounts, and by period via More filters.
4. Click New invoice to create a draft.
5. Click a row to open the invoice with its preview. Depending on the status, the row’s ··· menu offers Edit, Finalize, Download PDF, E-invoice (XML), Record payment, Cancel invoice and Delete draft.

What to set up first

Under Cash book > Settings > Invoices:

1. Tax & Seller — tax mode, club details and bank details. Without a seller name and IBAN, the editor shows a notice.
2. Number sequence — the format of the invoice numbers; the default is RE-%Y-%04N, for example RE-2026-0001.
3. Templates — at least one template. Without a template there is no preview.

Permissions

• View cashbook — view invoices, download the PDF and e-invoice
• Create & edit transactions — create, edit, finalize and cancel invoices and record entries for them
• Delete transactions — delete drafts
• Manage invoice settings — Tax & Seller, number sequence and templates

Tips

• Keep an invoice as a draft until all details are certain. Final invoices can no longer be changed, only cancelled with a credit note.
• Create a default template per language if you write invoices in several languages.