Creating Invoices

  • Updated on Jun 4, 2024
  • Published on Feb 24, 2022
  • 1 minute(s) read

You can manually invoice any customer on the Admin Panel. Manual invoicing is ideal if you'd like to invoice one-off charges or need to adjust the purchases of a customer.

  1. Log in to dashboard.nexudus.com if you aren't already.

  2. Click Finance > Invoices.

  3. Click Add invoice.

  4. Select the Customer you want to invoice.

All the pending charges in their customer's account are automatically added to the invoice.

You can easily remove the charges from the invoice by toggling off Include all due items in this invoice.

  1. Toggle on Include contracts in this invoice if you want to include the customer's contracts in this invoice.

  2. Toggle off Use available credit to play this invoice if you don't want any credit the customer may have in their account to pay for the invoice.

  3. Toggle on Send this invoice by email to the customer if you want the customer to receive their invoice via email.

  4. Toggle on Create invoice as draft if you want to create the invoice as a draft.

Invoice drafts use a different reference format and sequence to distinguish them from legally-binding invoices.

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  1. Click the Save Changes button.

All set! Your invoice should now appear in the list.