Invoicing
Generate and send invoices to customers
Invoicing Overview
Invoices are legal documents requesting payment from customers. Numera automatically posts invoices to the accounting ledger and tracks receivables.
Creating Invoices
Invoices can be created from:
- Outbound deliveries (most common)
- Sales orders directly
- Manually for services or adjustments
Invoice Types
- Standard Invoice - Regular customer billing
- Proforma Invoice - Pre-payment or quote document
- Credit Note - Reversal or adjustment
- Debit Note - Additional charges
VAT Compliance
Ensure your invoices include all required tax information. Numera automatically calculates and displays VAT based on your settings.
Sending Invoices
Multiple delivery options available:
- Email directly from Numera
- Print for physical delivery
- Export as PDF
- E-invoicing integration (where available)
Payment Tracking
Track invoice status from open to paid. Set up automatic payment reminders for overdue invoices.