An invoice is a commercial document that specifies a transaction between a buyer and a seller. If goods or services were purchased on credit, the invoice usually specifies the terms of the deal, and provides information on the available methods of payment. An invoice is also known as a bill or sales invoice.

Splynx provides the ability to work with or without invoices. Without issuing invoices, Splynx just receives payments and charges customers each invoice period without creating an official document. When invoicing is required, Splynx is able to generate invoices automatically, or an administrator can issue invoices manually.

Invoices can be created conjointly or separately. Invoices in PDF format are fully customizable. All documents generated by Splynx can be exported in different formats for printing or sending to the end-users.

  • All issued Invoices can be found in Finance → Invoices. With the use of a filter, it is possible to display invoices by Period of time, Partner or Status (Any, Paid, Unpaid, Deleted). Beneath the list/table of invoices you'll find a totals table that displays a total of all invoices by their status, the number of invoices in each status and the total amount of money paid and unpaid in each status of invoices. Invoices page

  • To print or to export the list of invoices for accounting purposes, go to Finance → Invoices and click on Export.

    Invoices Export

In the export window, you can choose the period of time and the export type/format (PDF, CSV, external handler, etc.).

Invoices Details

  • There are a number of operations that can be executed with the icons in the "Actions" column, Invoices icons.
  • To view an invoice with the view iconView icon, it is necessary to configure an invoice template first in Config → System → Templates and also to specify the use of the selected/modified template in Config → System → Company information.

Template values

On the Company information page, we define the partner and the PDF template (Invoice PDF example by default). Once the PDF template is defined, it will be possible to view the invoice in PDF format.

Invoice view

Finance formats displayed on the invoice are customizable. Click on Config → Main → Localization, to define the currency and other finance settings.

Finance format settings

Please note that all templates can be customized, navigate to Config / Templates / Choose the type of templates to display/work with and simple edit or add a new template you wish to use:

Invoice templates

global billing settings of invoices for all customers can be found in Config → Finance → Settings.

Invoice number pattern

Parameter descriptions:

Create invoices (after Charge & Invoice) - enables/disables automatic invoice generation after using the to Charge&Invoice button in Customers → View → Billing Overview →

Charge & Invoice

In the Invoices Settings is also possible to set an invoice issuing automatically and to define the invoice number pattern.

When the option "Create Invoices (after charge & invoice)" is not selected in Finance settings, you are to generate invoices manually by clicking on "Add Invoice from transaction" in the Transactions tab under Billing → Transactions.

Transaction tab

Invoice mobile rent.

Another way to create Invoices is to use the Add One-Time invoice or Add recurring invoice buttons in Billing → Invoices, where you can enable the Use transactions option, type a description and period of service, an optional note for the customer or memo for yourself. The recurring invoice option allows the creation of an invoice the will be issued on a recurring basis, separately from the global billing cycle.

Create invoice

To edit an invoice with the Edit icon icon, click on the tab Billing → Invoices.

It is also possible to send invoices via email with the Send invoice icon (if the email server is configured) in Billing → Invoices. You can write a message body or choose a template to populate it.

Send file

You can also type a new message body and save it as a new template.

Save template