Invoicing is a standard process when selling products or services-you charge clients and you need to issue a document where all items and prices, fees, terms & conditions appear.

The process is central in Elorus. The related functionality is available in various locations in Elorus. You can choose which one suits your needs, at any given time. If your client has already accepted your estimate, for example, you can create an invoice out of it directly. Of course, you can always 'add an invoice' through "Invoices" , the "Add" shortcut inside a contact or on top of your screen, even automate for recurring invoices. Similarly, you can invoice a project in just two clicks (see image below).

After you complete the issuing part, you can utilize the different functionalities available to send invoices directly to your clients, create notifications or even download in bulk. Issued invoices are a major element to key reports, allowing you to monitor the sales made in the interval you wish to examine.

Remember: each invoice you issue updates your client statement along with the rest of your reporting (example below: sales by client). You will be able to know exactly how much he owes you and what your sales have been in total for any given period of time.


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