Creating an Invoice
To create a new Invoice click the + Add New button in the upper right of the Invoices area.
Note: Multiple Invoices can be created at once by using the Import feature. Please see Importing Invoices for more information.
Add the required information to the Invoice and then click Save & Continue to save the Invoice.
Editing an Invoice
Before the Invoice is sent, it can be edited by clicking the Options menu and selecting the Edit option. A Project can be assigned to the Invoice or the Invoice can be Canceled and Archived, which will move the Invoice to the Archives area. Please see Archives for more information on archived items.
Sending an Invoice
The Invoice will be saved in Draft status and can be sent by clicking Publish & Send or you can return to the Invoices area to view the saved Invoice in Draft status.
Note: Multiple Invoices can be sent at once using the Batch Actions on the display grid in the Invoices area. Please see Batch Actions for Invoices for more information.
When an Invoice is sent, the Recipient receives an email notification alerting them that they have received a new Invoice, which can be accessed from their Verivend account by clicking the Get Started button in the email notification.