Invoices play a pivotal role in managing your business’s financial operations. This chapter provides a detailed overview of the tools and features available for creating, viewing, updating, and deleting invoices within Voltane. Additionally, it highlights automation capabilities and integrations, such as the Shopify integration, to streamline invoicing processes. With these features, your team can handle invoices efficiently and ensure accurate, timely communication with customers.
Every member of the team has the ability to create an invoice.
The following information has to be selected while creating an invoice:
- A customer has to be chosen.
- The invoice date has to be set.
- The due date has to be set. The due date is automatically calculated based on the company settings.
Every member of the team has the ability to read an invoice.
The following information is displayed to the member:
- The invoice and its details such as:
- The invoice number.
- The date, and due date.
- The recipient’s address.
- If applicable, the custom fields.
- The items, stating the item, quantity, price, vat rate and sum.
- The totals amounts, including discounts and taxes.
- The option to add a custom note on the invoice.
- The discount amount of the invoice.
- The state of the invoice (Offer, Proforma, Invoice, Credit invoice).
- The state of “intra-community delivery”.
- The state of “calculating vat over product margin”.
- The option to download the current, and previous versions of the invoice.
- The option to send the invoice via email to the customer.
- The option to duplicate the invoice.
- The option to delete the invoice.
- The status of payment for this invoice, and the option to add one.
- The internal notes, and notes caused by performed actions (e.g: Invoice sent to customer by User)
- The notifications related to the invoice (e.g: the email as sent to the customer, with attachments)
Every member of the team has the ability to update an invoice.
The following information is updateable:
- The date, and due date.
- The billing address.
- If applicable, the custom fields.
- Items can be added, updated or deleted.
- A note can be added on the invoice itself.
- The invoice can be transferred to another customer.
- The discount percentage can be adjusted. (applies on the whole invoice)
- The state can be changed (Offer, Proforma, Invoice, Credit invoice)
- The state of “intra-community delivery”.
- The state of “calculating vat over product margin”.
- An internal note can be added.
Every member of the team has the ability to delete an invoice.
Currently, Voltane offers the following automations related to invoices:
When integration created invoiced, notify team or customer
This will allow you to automatically communicate with yourself and your team, or your customer, if they require an invoice. One example could be based on our Shopify integration, meaning an invoice is automatically generated for each created order.
Integrations for Invoices currently only include Shopify. Our Shopify integration will allow you to automatically import customers and their orders into Voltane.
