Self-billed invoice overview

Self-billing is a commercial arrangement between a supplier and a customer in which the customer (you) prepares the supplier's invoice and forwards a copy to the supplier with the payment.

Once you save a self-billed invoice, either as issued or draft, you can have a full view of the document page of the invoice. You will find different buttons around it, such as the appearance settings shortcut, its link, payment buttons and private notes. Don't forget that much of the management options per invoice are available on the view, with direct buttons or through the "...More" list.

Invoice status

On the top right corner of the invoice, you will find its current status. The indication does not appear on the pdf version of the document.

Buttons

The two buttons marked on the top left corner of your invoice are the Appearance options button (to change template, content, items on the invoice) and the Permalink for your client - in case you need to copy-paste the link of your invoice to a different platform.

On your right side, you will find the options you can use to manage your invoice. Edit, Pdf, Print, Email, Attachments, Notes and ...(More) buttons.

...More can be used to "Create supplier credit", "Void" the document or view the invoice's history of actions (Events). See the details.

Tracking categories

Click the "Set up Tracking" button of the box to add a tracking category on the invoice. This may categorize the invoices by the name of the salesman closing the deal or the geographic location of the client -anything that you feel will assist with your business reporting, as those categories can be used with Elorus's reporting tools.

Information

The date and time of creation, last modification, 'created by' user name and last time the invoice was sent by email, can be found at a glance.

Payment information

The final part of the invoice shows:

**The 'new payment' button if the invoice is Unpaid (Statuses: Issued, Overdue) and amount due.

**Related payments received to the invoice if the invoice is Paid.

**Related payments received, the 'new payment' button and amount due if the invoice is Partially Paid.

You will find more detail on the options described above in the related article.