Invoices & Credits

Current RMS makes it easy to get paid with a variety of invoicing options.

14 articles in this collection
Written by Matthew James Finkel

🎞️ How does invoicing work in Current RMS?

Create invoices and credits linked to opportunities and projects, or create manual invoices.

Written by Matthew James Finkel
Updated over a week ago

The invoices & credits main screen

See all of the invoices on your system that need your attention, and historic data.

Written by Matthew James Finkel
Updated over a week ago

Create invoices and credits

Create an invoice from an opportunity

Generate a full or part invoice for the items on your opportunity.

Written by Matthew James Finkel
Updated over a week ago

Create an invoice from a project

Learn about project invoicing and how to invoice a project.

Written by Matthew James Finkel
Updated over a week ago

Create part or percentage invoices

Use part invoicing to invoice for a percentage or straight dollar figure of a job.

Written by Matthew James Finkel
Updated over a week ago

Create a manual invoice or credit

Generate a blank invoice or credit that you can add items to and customize information on.

Written by Matthew James Finkel
Updated over a week ago

Create an invoice from a deal priced opportunity

Multiple lines may be created when you invoice from an opportunity with deal prices.

Written by Matthew James Finkel
Updated over a week ago

Customize an invoice

Customize your invoice items list

Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.

Written by Matthew James Finkel
Updated over a week ago

Change your default invoice terms, invoice numbering, and other settings

Set how your invoice numbers should look, your address, and change other settings.

Written by Matthew James Finkel
Updated over a week ago

Work with an invoice

Issue an invoice or credit to make it legal

When you’re happy with an invoice, issue it to make it final and a legal document.

Written by Matthew James Finkel
Updated over a week ago

Credit an invoice

Refund or reduce the amount a customer owes you by creating a credit note.

Written by Matthew James Finkel
Updated over a week ago

Print, download, or send an invoice or credit

Use the options under the Print heading to send your invoice to your customer.

Written by Matthew James Finkel
Updated over a week ago

Post to Xero or QuickBooks Online

Post an invoice or credit to Xero or QuickBooks Online or Sage

Send an invoice straight to Xero, QuickBooks Online or Sage by hitting “Post Invoice.”

Written by Matthew James Finkel
Updated over a week ago

Take payments

Take payments or mark an invoice as paid

Record payments or refunds against an invoice.

Written by Matthew James Finkel
Updated over a week ago