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Part 4 of 9, Finance and invoicing

Creating an invoice: three ways

In Clubwise you can start a sales invoice in three places. All three lead to the same invoice form — the difference is in what is already filled in automatically, and therefore in how fast and error-free it goes.

Way 1: Button at the topWay 2: Via a contactWay 3: Via a deal
Where“Add” at the top right → InvoiceCompany/person → Invoicing tab or ⋮ menu → Create invoiceDeal → ⋮ menu → Create invoice
CustomerLook up and select yourselfAlready filled in (the contact itself)Already filled in (customer of the deal)
Address/VATFill in yourselfTaken over automaticallyTaken over automatically
Invoice linesFully manualManualTaken over automatically from the deal agreement (package + amount)
SpeedSlowestFasterFastest — least chance of mistakes
Best forSingle / one-off invoices without an existing fileExtra or additional invoicing for an existing customerSponsorship/partner invoices that are already in a deal

Way 1 — via the “Add” button at the top

Works everywhere in the application. You choose “Invoice” yourself, and then have to look up the customer yourself — the form starts completely empty.

Creating an invoice with the “Add” button: customer and invoice lines are still empty.
Creating an invoice with the “Add” button: customer and invoice lines are still empty.

Way 2 — via a contact

Go to the file of the company or the person and choose “Create invoice” in the ⋮ menu (or the Invoicing tab). The customer and the address are then already filled in.

Creating an invoice via a contact: customer and address are taken over automatically.
Creating an invoice via a contact: customer and address are taken over automatically.

Way 3 — via a deal

Go to the deal and choose “Create invoice” in the ⋮ menu. Besides the customer, the invoice line is immediately filled in with the package and amount from the deal agreement — the fastest and safest route for sponsor invoicing.

Creating an invoice via a deal: customer and invoice line (package + amount) are ready.
Creating an invoice via a deal: customer and invoice line (package + amount) are ready.
Tip: Do you regularly invoice the same customer for sponsorship? Then create the invoice via the deal (way 3) — it saves typing and prevents mistakes in the amount.

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