Numonis Docs
Sales invoices

Send and mark invoices

Review the invoice list, open detail, send by email, and mark payments.

Send and mark invoices

The Sales invoices list shows drafts, issued invoices, sent invoices, and paid invoices. From there you can open detail and perform actions.

Sales invoice list

The list lets you filter documents, review amounts, and open quick actions.

Sales invoice detail

From detail you can download, send, edit drafts, or mark payments.

How to open an invoice

  1. Open Sales invoices.
  2. Enter the Documents tab.
  3. Use filters or search if there are many invoices.
  4. Press an invoice to see detail.

How to send an invoice

  1. Open an issued invoice.
  2. Press Send.
  3. Review recipient, subject, and message.
  4. Confirm sending.
  5. Check email activity in the detail page.

How to mark an invoice as paid

  1. Open the invoice.
  2. Press Mark as paid.
  3. Confirm the action.
  4. Check that the payment status changes to Paid.

How to create a sales invoice

Create a sales invoice from Numonis, add customer, lines, taxes, and confirm issuance.

Customers and invoice items

Create and maintain reusable customers and items to issue invoices faster.

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Send and mark invoicesHow to open an invoiceHow to send an invoiceHow to mark an invoice as paidRelated articles