Invoices

Before your first invoice

Have a look at Settings → Billing. Three defaults save you typing on every invoice:

• Payment term (days): sets the due date. 30 days unless you change it.
• Default VAT rate: preselected on new invoices.
• Default bank account: the account printed on your QR-bills and used when recording payments.

For QR-bills, you also need a bank account and your organization's full address under Settings → Details.

Create an invoice

1. Go to Billing → Invoices and choose Create an invoice.

2. Pick the Client and check the Issue date and Due date.

3. Pick the VAT rate. It applies to the whole invoice.

4. Pick the Currency. For a foreign currency, enter the Exchange rate.

5. Add the lines with Add a line: a Description, a Quantity and a Unit price. Use the Discount type for a line that's taken off the total.

The new invoice is a Draft. You can still add and remove lines, or delete it altogether.

Open it

When it's ready, choose Open. nullish gives the invoice its number, books it in your journal and generates its payment reference. From then on its lines can't change.

Note

Invoice numbers count up per client. Payment references are random, so they don't reveal how many invoices you send.

Print it

Choose PDF, pick the Document template, the Language and the Bank account, then Generate PDF. A few seconds later, Download it.

The PDF includes a Swiss QR-bill when a bank account is selected and the invoice is in CHF or EUR. Drafts print with a "Draft" watermark and no QR-bill, handy for a last check.

nullish doesn't send emails: download the PDF and send it the way you usually do.

Get paid

The easiest way is to import your bank statements: nullish recognizes payments by their reference and suggests the matching invoice.

You can also record a payment by hand: choose Pay, then enter the Date, the Bank account and the Amount.

Either way:

• A partial payment leaves the invoice Open with what remains due.
• Once everything's paid, the invoice becomes Paid.
• If a client pays too much, the difference is booked for you.

When things go wrong

• Void: the invoice shouldn't exist, for example it was sent to the wrong client. Its bookings are reversed. Only possible before any payment.
• Write off: the client won't pay. The open amount is booked as a loss on receivables and the invoice becomes Uncollectible.

Caution

Both are final. There's no undo.

Statuses

Status	Meaning
Draft	Still being prepared. Nothing booked yet.
Open	Booked and waiting for payment.
Paid	Fully paid.
Uncollectible	Written off.
Void	Cancelled. Its bookings are reversed.