Raise and follow an invoice
Create a client invoice, send its PDF from Outlook or mark it sent, then record reminders and payment.
Source reviewed Product documentation
Open Invoices and choose New invoice. Pick the client, fill the invoice details and Add a line for each charge. The page draws a PDF as you work. Add your practice's ABN and bank details in invoice settings if the page says they are missing.
Choose Save draft while the amounts or recipient still need checking. When it is ready, Send to client… sends the PDF from your connected Outlook mailbox. If you send it outside BeforeMay, download PDF and use Mark as sent so the list reflects what happened.
The invoice list can be searched by client or invoice number and filtered by state. Open a sent invoice to choose Send a reminder… or Mark as paid…. A sent invoice is locked; Copy creates a new draft if you need different wording or amounts. Void keeps the old invoice and its number on the list.
An invoice is attached to a client record. This screen does not require a Workpapers case.
Confirm the result
Confirm the recipient, dates, GST and payment instructions before sending. An overdue label follows the due date and unpaid state; it does not establish that a reminder reached the client. Record a payment only after verifying it. Inspect any sending error before retrying.
This client-invoice flow does not provide time tracking or work in progress accounting. For mailbox setup, read Outlook.