Draft
💡 Under the Draft tab, you’ll find all invoices that still need to be booked.
Click on the line of an invoice to open the draft invoice. You can still complete/edit the invoice and then book it.
Click on the invoice line’s download icon to download the draft invoice as a PDF.
To sent
💡 After posting an invoice, you’ll find it under the To sent tab.
💡 From this tab, you can send a single invoice or send multiple invoices in bulk to customers.
💡 You can only send an invoice from Douano once the email template for sending invoices has been set up in the customer’s language. Follow this 👉 guide to configure the email template.
Sending a single invoice
Click the orange send icon to send the invoice to the customer.
Use the download icon to download the invoice as both PDF and UBL format.
Use the payment icon to add a payment to the invoice.
💡 If you add the payment before sending the invoice, the invoice will display the message This invoice has already been paid.
Sending multiple invoices in bulk
Tick the invoices you want to send in bulk, or tick the top box to select all invoices on the page.
Click the bulk actions icon at the top right and select Send Sales Invoices.
Outstanding
💡 A sent invoice with an outstanding balance will be listed under the Outstanding tab.
The send icon now turns green to indicate that the invoice has already been sent to the customer. By clicking the icon again, you can resend the invoice.
Use the download icon to download the invoice as both PDF and UBL format.
Use the payment icon to add a payment to the invoice.
💡 By selecting multiple invoices, you can add payments in bulk. See Bulk sending.
💡 After adding the payment, the invoice will move to the All tab.
Overdue
💡 An invoice with an outstanding balance past its due date will appear under the Overdue tab.
💡 For these invoices, you can send reminders and dunning letters, as explained in this 👉 guide.
Standalone invoice
💡 By clicking the green plus icon, you can create sales invoices that are not linked to a sales order. Follow this 👉 guide to learn how.