Invoice a New Customer

To manage your invoices efficiently in Rillet, you can either create invoices directly for a new customer or generate them through Contracts. While both methods work, it’s recommended to use Contracts, as they automatically link the invoice to the terms of the agreement, ensuring smoother billing and more accurate revenue recognition.

Option 1: Create an Invoice Directly for a New Customer

You can create a standalone invoice for a customer that isn’t tied to a contract. This method is useful for one-time charges or ad-hoc billing.

To create an invoice directly for a customer:

1. Go to Accounts Receivable > Customers.

   
2. Choose the customer you just created.

   
3. Select Invoices.

   
4. Click + Add Invoice.

   
5. Enter the following invoice information:

   1. General Information

      1. Customer: Select the customer for whom the invoice is created.

      2. Invoice Date: Enter the date the invoice is issued.

      3. Due Date: Specify when the payment is due.

      4. Terms: Choose the payment terms.

      5. Purchase Order Number (optional): Enter the PO number if provided by the customer.

      6. Memo (optional): Add additional notes or information related to the invoice.

      
   2. Product Details

      1. Description: Provide a clear description of the product or service being invoiced.

      2. Price: Enter the product's unit price.

      3. Quantity: Specify the units sold.

      4. Subtotal: This is automatically calculated based on the price and quantity.

      5. Tax: Toggle on or off based on whether the tax applies.

         • Tax Percentage: Enter the applicable tax rate (e.g., "0%").

         • Tax Type: Specify the type of tax being applied (e.g., "Sales Tax").

      6. Revenue Account: Select the product's associated revenue account.

      7. Revenue Recognition: Choose the revenue recognition date.

      8. Discount: Toggle on or off based on whether a discount applies. If enabled, specify the discount amount or percentage.

      9. Customer Segment (optional): If applicable, indicate the segment or category of the customer.

      10. Tag (optional): Add relevant tags to help organize or track the invoice.

      
6. Click Save.

   

Option 2: Create an Invoice through a Contract

Creating invoices through a contract ensures that billing is aligned with the terms of the agreement, improving revenue tracking and automation.

To create an invoice through a contract:

1. Go to Accounts Receivable > Contracts.

   
2. Select + Add Contract.

   
3. Complete the necessary information, such as the contract name and duration, ensuring the customer and products are set up.

   Note:

   If you need detailed instructions on how to add a contract, refer to the Add a Contract article.

This method allows you to link the invoice directly to the terms of the agreement, which can simplify future invoicing and improve the accuracy of revenue recognition.

See Also

Explore related guides for creating and managing invoices:

• Add a New Customer to Rillet

• Create a New Product

• Add billing periods to invoices