Overview
See all your invoices in one place and choose the right guide to create, book or correct an invoice.
Last updated on
Under AdministrationInvoices you find all invoices of your park, with the outstanding amounts at the top. An invoice starts as a draft and only becomes final when you book it. After that you can send it, have it paid and correct it if needed.
Good to know
- You create a new invoice on the customer profile, not from this list.
- A booked invoice gets a due date: the day of booking plus your organisation's default due date, 7 days by default. You can choose a different term per invoice.
- If the total is not a multiple of 5 cents, Tillor adds a Rounding line when booking.
- Tillor does not send a booked invoice to the customer by itself. You do that yourself with Send notification.
- You can revert to draft up to 7 days after the invoice date, as long as no notification has been sent and the invoice has not been sent via Peppol. After that you reverse the invoice with a credit invoice.
- A cash payment may be at most 2999 euros by default. You change that with Cash payment maximum under SupportSettingsPayments.
- A direct debit with a SEPA mandate goes to the bank two days after booking. Until then you can cancel the payment.
- The personal link of an invoice has no expiry date. The customer sees what is still outstanding there.
- If the customer has a Peppol ID, Tillor automatically sends the invoice via Peppol after booking.
How does this fit together?
An invoice is the start of a chain. A payment belongs to a booked invoice, the payments of a day go into a payment report and that report goes to your accounting.
- The outstanding balance and the payment status of the invoice follow automatically from the payments.
- A payment without an invoice can be linked to a booked invoice later.
- Which payments go to the accounting is described under Accounting.
The invoice list
At the top are four counters: Total Invoices, Open Invoices (unpaid or partially paid), Overdue Invoices (due date passed) and Total Outstanding (the total amount of the open invoices).
Below that are four lists:
- Pending Payments: booked invoices whose payment has started but has not definitively come in yet
- Invoices with Open Balance: booked invoices with an amount that still has to be paid, sorted by due date
- Drafts: the ten most recently created draft invoices
- All Invoices: the full list, filtered on booked invoices by default
You do not create new invoices from this list. You do that on the customer profile, see Creating an invoice.
Searching and filtering
The search bar searches on invoice number, the customer's first or last name, email address and amount. In the All Invoices list you can also filter on:
| Filter | What you do with it |
|---|---|
| Period | Only invoices within a certain period |
| Status | Draft or Booked |
| Payment Status | Unpaid, Partially, Pending or Paid |
| Customer Type | Standard, Worker Rental Caravan or Worker Towing Caravan |
| Customer | All invoices of one customer |
| Products | Invoices with a certain product on a line |
| Amount | Invoices with a minimum or maximum amount |
In the Invoices with Open Balance list there is also the Due for a reminder filter. You choose a number of days (7 to 90) and then see the overdue invoices that were created at least that long ago and for which no reminder by email or SMS has been sent in recent days. Handy for deciding whom to remind again.
Invoices per customer
On a customer profile you find all invoices of that customer in the Invoices block on the Overview tab, or on the Invoicing tab. You also create a new invoice there.
Guides
Creating and editing
Create a draft invoice and add lines
Booking an invoice
Make the invoice final
Sending an invoice
Notification or reminder to the customer
Registering payments
Record or link a payment
Printing and downloading
PDF, printer and personal link
Correcting
Reverting, reversing, copying and moving
Statuses
What Draft, Booked and Paid mean
Related
Payment processing
Payment methods in detail
Products
Actions on invoice lines
Accounting
Payment reports and accounting integrations
Practical examples
Worked examples from practice
Terms
- Draft: an invoice you can still change, with a temporary draft number.
- Booked: a final invoice with its own invoice number. See Booking.
- Credit Invoice: a booked invoice with a negative total, for example after reversing an invoice.
- Payment status: whether and how much of the invoice has been paid. See Statuses.
- Customer: the customer the invoice is for. See Customer.
- Occupation: a customer on a terrain for a period. See Occupation.