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Creating invoices

Building an invoice means choosing who it's for, adding what you're charging, and either saving it as a draft or sending it right away. Here's the whole flow.

A couple of one-time setups​

The very first time you make an invoice, CoreHue asks you to:

  1. Set your default currency. This is the currency you bill in. It's permanent, so choose the one you use most.
  2. Set up numbering. You'll pick an Invoice prefix (default INV), a Receipt prefix (default RCT), the numbers to start from, and a number format (like 001, 0001, or 00001).
warning

Numbering locks after your first invoice. Get it the way you want it before you save.

You can revisit these later in Invoice settings, but the currency and locked numbering can't be changed.

Start a new invoice​

Go to Invoices and click New invoice. Then fill it in.

Who it's for​

  • For: choose Client, Inquiry, or Booking, then search for and pick the record. If you're invoicing a brand-new client, use Add client right there in the picker.
  • Currency: on Pro, pick the currency for this invoice. On Core, this shows your one default currency. Either way, it locks once a line item has content.

Dates and terms​

  • Invoice Date: when the invoice is issued.
  • Terms: choose Due on Receipt, Due in 15 days, Due in 30 days, Due in 60 days, or Custom. This sets the Due Date for you.
  • Due Date: filled in from your terms, and you can edit it.

The details​

  • Subject: an optional headline for the invoice.
  • Line items: what you're charging for. See Products and Taxes & discounts.
  • Client notes, Terms and conditions, and Footer: these come pre-filled from your defaults, and you can change them on any invoice.

Flip on Preview anytime to see exactly how the invoice will look to your client.

Save or send​

When you're done, you have three choices:

  • Cancel: discard and go back.
  • Save Draft: keep it as a draft to finish later.
  • Save & Send: save it and move on to sending it.

To save or send, an invoice needs a client, at least one line item, and a total that isn't negative.