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Invoices & Credits
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