Billable sales transactions
💡 After confirming the order in Logistics, you can create the invoice.
⇢ Go to Invoicing – Billable Sales.
Click the green invoice icon on the order line. In the new screen, confirm.
You can still optionally add a Remark to the invoice. This remark will appear on the invoice.
Total incl. VAT: here you can see the total amount due for this invoice.
💡 By hovering your mouse over this field, you will see a breakdown of the amount by taxable base, VAT amount, and deposit amount.
Click Book to finalize the invoice. If you are not yet sure, you can save it via the menu icon in the top right corner.
Sales Invoices
Send Invoice
💡 In the previous step, you posted the invoice. The invoice has now received an invoice number and is ready to be sent to the customer.
⇢ In Invoicing – Sales Invoices, go to the tab To be sent. Here you will find the posted invoice. To download the invoice, click the green menu icon on the invoice line and select Download Invoice.
On the order line, you will now see an orange arrow. This means the invoice has not yet been sent to the customer. Click the orange arrow to send the invoice.
💡 To send the invoice from Douano, you need to have the email templates for invoices set up in the customer’s language. If you haven’t done this yet, follow this 👉 guide.
Once the invoice is sent, it will appear under the tab Due. The invoices under Outstanding have been sent to the customer, but payment has not yet been received.
Add Payment
💡 The final step in the invoicing flow is to add the payment to the invoice. This is an important step to ensure that an invoice is no longer marked as outstanding (but completed) in Douano.
💡 By adding the payment, the invoice will also no longer appear in the list of invoices for which you need to send a payment reminder or last reminder.
As soon as the customer has settled the invoice, go to Invoicing – Sales Invoices under the tab Outstanding to add the payment.
By using the search function at the top right, you can quickly find an invoice by customer name or invoice number.
Click the green wallet icon and confirm the payment.
💡 By default, the full invoice amount is pre-filled. If the customer has only partially paid the invoice, you can adjust the amount. Under Due you will then still see the remaining balance due.
💡 The paid invoice can now be found under the tab All. In the Due column, €0.00 is now shown.