The Invoices module revolves around the products and services used by customers in order to get paid for them.
Microbizz is not a financial system, but constitutes the foundation for invoicing based on information like hour registration, product use and much more.
Invoicing is accessed through Invoices module as shown below.
The essentials
Before you can start using the module, there is a configuration that needs to be in place.
The essential function is:
- Export method
Export method
Every time a product or service is added to a task or a company, invoice lines will be created. These are exported to a financial system. This is done in SETTINGS > EXPORT METHOD. For more on this, please go to the following section: Export method
...
Setting up the export method
The most important configuration is the configuration of how invoice lines are exported. This is setup in the menu CONFIGURATION > EXPORT METHOD in the Invoice module, but if you are using an integration like Economic or C5 or Proforma etc, then this is handled automatically by the integration. Without an integration you will have to configure the export method as described here: Export method .