Create a New Invoice

Rillet simplifies the invoicing process, providing tools to create, send, and manage invoices efficiently. Whether you’re using email or online payments, Rillet keeps your financial operations smooth.

To create a new invoice:

1. Go to Accounts Receivable > Invoices.

   
2. Select + Add Invoice.

   
3. Enter the following invoice information:

   1. General Information

      1. Select Customer: Select the customer from the drown-down list to create the invoice.

      2. Rillet invoicing Account: Select the invoicing account.

      3. Invoice Date: Specify the date the invoice is issued (e.g., "01/17/2025").

      4. Due Date: Set the payment deadline (e.g., "01/17/2025").

      5. Terms: Choose the payment terms (e.g., "Due on Receipt").

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

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

      
   2. Product Details

      1. Description: Provide a clear description of the product or service being invoiced (e.g., "Sample product").

      2. Price: Enter the product's unit price (e.g., "$5304.96").

      3. Quantity: Specify the units sold (e.g., "1").

      4. Subtotal: This is automatically calculated based on the price and quantity (e.g., "$5304.96").

      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 (e.g., "Product").

      7. Revenue Recognition: Choose the revenue recognition date (e.g., "01/17/2025").

      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.

      
4. Click Save.

   

Managing Invoices

Once an invoice is created, you can edit, delete, deactivate, or reactivate its record.

To Send an Invoice:

1. Click the three dots (•••) next to the invoice you want to send.

2. Select Send from the dropdown menu.

   
3. In the Send Invoice window:

   1. Customer Email: Make sure the email address is correct. It will be auto-filled based on the customer's setup.

   2. Send As: This field displays the preconfigured value for the customer and cannot be modified.

   3. Add Another Address (Optional): If needed, click Add another address and provide the additional email. Otherwise, skip this step.

4. Choose one of the following options:

   1. Click Yes, confirm to send the invoice immediately.

   2. Click Send me a preview to review the invoice before sending.

   

To Mark an Invoice as Sent:

1. Click the three dots (•••) next to the invoice you want to mark as sent.

2. Select Mark as sent from the dropdown menu.

   

   

Once selected, the invoice status will change from "Unbilled" to "Unpaid", ensuring it is accurately tracked in your records.

To Receive Payment for an Invoice:

1. Click the three dots (•••) next to the invoice you want to mark as paid.

2. Select Receive Payment from the dropdown menu.

   
3. In the Receive Payment window, fill in the following fields:

   1. Amount: Ensure the amount is correct (e.g., $5,304.96).

   2. Date: Select the payment date.

   3. Account: Choose the account where the payment will be recorded (e.g., "Mercury Checking").

4. Click Confirm to finish the payment.

   

Once completed, the invoice status will update from "Unbilled" to "Paid (Uncleared)".

To Download an Invoice:

1. Click the three dots (•••) next to the invoice you want to download.

2. Select Download from the dropdown menu.

   

The invoice will automatically be downloaded in PDF format.