Create an Invoice

The Create Invoice screen raises a new invoice, including its line items and billing period.

Before you start

• Set up the relevant bank account and films/contracts first. Access: Admin, Distributor.

How to create an invoice

1. Open Finance → Invoice → Create.
2. Select the Films and Bank Account.
3. Set the Invoice Date, Period From and Period To.
4. Add the Reference Number, Amount Paid and any Note.
5. Save as Draft or issue the invoice.


Invoice statuses

| Status | Meaning |
|---|---|
| Draft | Not yet issued |
| Issued | Sent to the payer |
| Part Paid | Partially settled |
| Paid | Fully settled |
| Cancelled | Voided |

Related

• Invoices
• Create a Bank Account