Create an Invoice
Create, email, print, and record payments on invoices in Ryela — including partial and full payments.
#invoicing
#payments
#email
#discounts
#vat
Steps
1
Open CRM → select a customer.
2
Choose Invoice; add products and quantities.
3
Review VAT, totals, notes, and save.
4
Print or email the invoice.
5
Record partial or full payments; verify status.
Transcript
Create an Invoice
To create an invoice, go to CRM → Customer, select your customer, and open the invoice screen.
Invoice details:
- Header shows your details → customer details, invoice number, date, and document type (Invoice / Quote / Pro-forma).
- Add a reference if needed.
- Select products, set quantity (e.g., 2). VAT rate is pulled from the product setup.
- Line totals and VAT are calculated automatically; add as many products as required.
- Optional: add notes. Totals show net, discount, VAT, and balance.
Actions:
- Clear to start over, Close without saving, or Save Invoice.
- You can Print or Email the invoice.
After saving:
- Find the invoice in the Invoices list with subtotal, VAT, paid amount, balance owed, and status.
- Record payments: choose method (card, cash, bank transfer), enter the amount (supports partial payments), and confirm.
- Status updates (e.g., Partially Paid or Paid), and the balance reduces to zero when fully paid.
- View Email History to confirm delivery.
- Note: after creation you cannot add new line items, but you can add notes and re-send by email.
Return to the customer profile to see recent invoice activity and delivery status.
FAQs
No. You can add notes and re-send, but line items cannot be added post-creation.
VAT is pulled from each product’s configuration and applied to the line totals.
Yes—record multiple payments with different methods until the balance is zero.
Use Email History on the invoice to view send and delivery status.