Raising an invoice

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

1. 0:02

   Invoices live under Finance

   One invoice can cover a single hire or a whole term of them.

2. 0:04

   Open Invoices from the menu

3. 0:07

   Choose New invoice

4. 0:09

   Choose who is being billed

   Their address and email come across from their hirer record.

5. 0:13

   The dates are filled in for you

   Issued today, due on whatever payment terms your hall has set.

6. 0:15

   Say what the invoice is for

   This prints at the top of the invoice, above the lines.

7. 0:19

   Save the invoice

8. 0:22

   The invoice is ready

   Print it, email it to the hirer, or record a payment against it when the money arrives.

Want to try this in your own hall? Everything in these guides is included in the free trial.

No card needed.