Invoices are billing documents you raise to customers and track until paid. They are billing records only: the actual revenue is recognised through Payments. The page also holds your Tax invoices register.
When you'd use this
- Sending a customer a formal bill for a service or package.
- Finding, reprinting or exporting the TAX INVOICEs you've issued (for your accountant).
The page has two tabs: Invoices and Tax invoices.
Creating an invoice (Invoices tab)
- Open Finance → Invoices and press New Invoice.
- Choose who it's for under Bill to (search your customers and businesses), then add a title and line items. Starting from a business's page with New invoice fills this in for you. A business's invoice prints its contact person, billing address and VAT number (adding a business). If you have more than one tax rate, each line has a Tax rate (blank = your main rate).
- Save. Track its status with the Draft / Sent / Overdue / Paid chips; view or download the PDF, or press Email to customer to send it as a PDF.
Tax invoices tab: the register
- Every TAX INVOICE your centre has ever issued, in one list: number, date, customer, source (booking payment, shop sale or accommodation), gross and VAT. The count bar shows the gross and VAT totals for whatever you've filtered: handy for a monthly VAT return.
- Filter by date range, search by number or customer, and press Export CSV for your accountant.
- Reprint opens an identical copy: same number, same figures; Email to customer sends that copy as a PDF. Numbers (TX-2026-0001, 0002…) are issued the first time a payment's tax invoice is printed and never change or get reused.
- New tax invoices aren't created here: print them from a payment row (a booking's payments, Finance → Payments, a shop sale, a room stay's payments in Accommodation, or a collected job in Servicing). The Source column says which: booking payment, shop sale, accommodation, equipment rental or gear service. The buttons appear once your Tax Rate and Tax ID are set in Centre Info → Finance.
Credit notes tab: refunds at a VAT-registered centre
- Shown once your centre has a Tax ID and Tax Rate. Every Credit note your centre has issued: number (
CN-2026-0001, its own series), date, customer, the tax invoice it corrects, what the refund was, the amount credited and the VAT credited. - A credit note is issued automatically when you refund a sale that had a tax invoice, so you never have to remember. Refunds of sales without a tax invoice keep their Refund receipt. Reprint gives an identical copy, Email to customer sends it as a PDF, and Export CSV gives your accountant the list, with totals.
- Credit notes are switched off until your accountant has checked the wording. While they are off, refunds print a plain Refund receipt instead (see Payments).
Invoices vs tax invoices: what's the difference?
- An invoice (INV-…) is a request for payment, raised before the money arrives, can be drafted, edited and cancelled.
- A tax invoice (TX-…) is the legal VAT record of money received, issued at payment, never edited, numbered without gaps. That's why it's created from the payment, not from the invoice.
Tips
- Recording the money still happens via the booking or POS: the invoice itself doesn't post revenue.
- Tax invoices stay per booking by design, even when a customer booked several products in one website order: each line's payment prints its own. The order reference sits on that booking's money rows, so your accountant can still see which lines were bought together.
- Invoice PDFs use your brand colour (branding.md).