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Invoices within Workbooks work as you would expect, showing quantities, prices, payment terms.  All these fields can be auto-populated (from the previous Transaction Document), but can also be modified, so creating an Invoice need take no more than 10 seconds.

Invoices can be printed and emailed using customisable Document Templates. You can tailor these templates for your Organisation by, for example, adding your logo to the header or including your VAT number in the footer. Alternatively, Workbooks Professional Services can develop a complete set of customised templates for you.

You can record monies paid against an Invoice and Workbooks will automatically calculate the amount outstanding. If you have a SageLink licence you can synchronise Orders, Credit Notes and Invoice information directly with Sage Line 50 and Sage Line 200.


Related content

An overview of how to use Credits Notes within Workbooks.

An overview of what Customer Orders are used for within Workbooks.