Finance & invoicing

Creating, following up, crediting and receiving invoices. Below you find all articles of this collection, step by step.

Manual / Finance & invoicing

1
Finance: income and expenses
The Finance module consists of two parts, reachable via the submenu: Income (invoices you send yourself) and Expenses (invoices you…
2
Income (sales invoices)
With the download icon next to each line you get the PDF of that invoice; with the checkboxes you select several invoices at once for a bulk export…
3
Expenses (purchase invoices)
Incoming invoices from suppliers arrive automatically — thanks to the PEPPOL integration — without anyone having to retype a PDF.
4
Creating an invoice: three ways
Comparison of the three places where you can start a sales invoice in Clubwise, and when to use which.
5
Following up, downloading and crediting an invoice
Every invoice keeps a full timeline: when it was created, sent, paid or forwarded to PEPPOL. That way you immediately know where an…
6
Actions on an invoice
Through the ⋮ menu at the top of an invoice you can:
7
Payment reminders for outstanding invoices
Clubwise automatically sends up to three reminders for invoices that are still outstanding after the due date. That way you follow up invoices, payments and reminders in one system.
8
Correcting the address on an invoice
A typo in the address of an invoice that has not been sent yet? Correct the address on the contact and let the invoice take it over.
9
Managing financial years
Creating a new financial year with a proposal, the prefix in the invoice number, and why financial years must not overlap.

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