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Invoice Creation

Can I use my own numbering system for invoices?

You can change the numbers without problems. When creating your next invoice, Momenteo will search for the highest number +1. To make sure you number system is compliant, read this.

How can I show the dates of each item to be indicated on the invoice?

Simply select the "Show Item’s date" on each line of the invoice when you are at the "Design" step. It is located at the top left corner of the document.

Can I include expenses and travel expenses on an invoice?

Yes. When you click on a job in "preparation" step of creating an invoice, you will see a window on the left that lets you choose which items you want to include or not on the tab.

Can I request a deposit on an invoice?

A déposit is a sum of money paid before work begins. It is normally used to confirm the commitment between both parties to the project. This feature is only available with a premium plan.

In Step 1 "Preparation," you can enable the "Request a deposit" feature (button at the bottom left corner).



The "Request a deposit" section will then appear, where you can apply a percentage or a value. Click Save invoice.

 In Step 2 "Design," you will get a preview of the items in your invoice. The deposit information is displayed in the Payment section.

 In Step 3 "Sending," you can "Send invoice" to your client.

 
In Step 4 "Follow-up," you can view the invoice status.

If you received payment by check, you can manually add a payment (the button at the top right corner) to your invoice. Once the deposit payment is received, the status will change to "Partial Payment."

Can I offer multiple payment options?

Yes, Momenteo offers the Payment Schedule feature. Offering multiple payment options, such as installment payments, is beneficial for clients because it allows them to better manage their budget. This can help you stand out from the competition and attract new customers. This feature is only available with the PLUS et EXPLORE premium plans.

Note: This method generates invoices according to the dates set in the payment schedule.
Online payments will not be processed automatically. Clients will receive their invoices as usual and can make payments using their regular payment method.

In Step 1 "Preparation," you can enable the "Payment Schedule" feature (bottom left button) for your entire invoice.


The "Payment Schedule" section will then show up, where you can choose the "Quantity" (maximum 5 payments) and "Frequency" (Daily, Weekly, Bi-weekly, Monthly, Quarterly) you wish to offer. 


In Step 2, "Design," you will see a preview of the Invoicing Items in your invoice. The information for Multiple Payments will be displayed (Payment, Payment Due Date, Subtotal, Taxes, Total Amount, Terms, and Notes).
In Step 3, "Send," you can "Send to Customer" the invoice.

In Step 4, "Follow-up," you can view the invoice status in the "Communication History."

- If you received payment by check, you can manually add a payment (button in the top right corner) to your invoice. Once the deposit payment is received, the status will change to "Partial Payment."

Regardless of whether the payment is received online or offline, the payment status will remain "Partial Payment" until payment for the final installment is received.


How do late fees work?

Activate them on the invoice and the follow-up will be done automatically. You choose the percentage that you want to apply, as well as the frequency at which the  percentage is accumulated. You can change your payment period on the invoice or in your settings in Invoices tab by selecting "Accounting Informations".

How do I change the default text items?

In your settings, click on "Invoices" and then "Text templates". There you go!

Why are my text templates not added to my invoices?

For a template to be used, it must be used by default. Go to your Settings, then the Invoices tab and "Text Templates". You will then be able to choose which text template will be added automatically. Note that it will always be possible to also edit your text when creating the invoice.

How do I proceed if I work flat-rate?

Enter "1" as the quantity, create a billing item that describes the work done and enter the lump sum on the "rate" line.

How can I vreate an invoice manually?

Don't want to go through the calendar to create an invoice? It is possible to make them manually.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the « + » symbol at the top right of your page.
  3. Select the customer from the drop-down list or enter the name of a new customer.
  4. Click on « Create invoice ».

How can I create a copy of an existing invoice?

Do you happen to make several identical invoices for different customers? Generate a duplicate invoice from an existing invoice. An invoice will be generated automatically. Momenteo will fetch the highest number to add 1.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Follow-Up » step.
  3. Click on the « Create a copy of the invoice" » button at the top left of the invoice. An invoice will be generated automatically. Momenteo will fetch the highest number to add 1.
  4. Change an invoice number in the « Preparation » step if necessary.

How can I change the date of an invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click the row displaying the date. Change the date and click on « Save ».

How can I change the deadline for receiving payment of an invoice?

It is impossible to remove the deadline for receipt of payment, as this is a mandatory field. However, it is still possible to change this date.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click on the line that displays « Pay before (in days) ».
  4. Change the term (in days*) and click « Save ».

How can I add a purchase order number?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click on the line displaying « Purchase Order ».
  4. Enter the information. Click on « Save ».

How can I change the display of items on the invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click the line displaying the desiredItems.
  4. Change the item's date, invoice item, or invoice detail.
Note that your changes will also be automatically applied to the calendar. Click on « Save ».

How can I  edit an item directly on the invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click the line displaying the desiredItems.
  4. Cliquez sur la ligne affichant l’élément de facturation désirée.
  5. Changethe item's date, item, or detail.
    Note: Your changes will also be automatically applied to the calendar.
  6. Click on « Save ».

How can I change a quantity of an item directly on the invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click the row displaying the Quantity of the item.
  4. Change the quantity and click on « Save ».

How can I change the price of an item directly on the invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. 7. Click the row displaying Unit Price and change the price.
  4. Click on « Save ».

How can I add an item directly to the invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click on the « + » symbol and add a line to the invoice.
  4. Enter the details for this item: Date, Invoices Item, Taxes, Quantity, and Unit Price..
  5. Click on « Save ».

How can I change the terms and conditions on an invoice?

Note that the default terms configured in your Terms templates are automatically displayed on all invoices.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Design » step.
  3. Click on « Change/Add Terms » or « Change/Add Note ».
  4. Click on « Update ».

How can I apply a discount on an invoice?

Do you want to apply a discount on an invoice?
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click on the « Add Discount » button to enable this feature.
  4. The « Discount » section will be displayed.
  5. Enter the percentage for the discount.
  6. Click on « Save ».

How can I change a discount on an invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Go to the « Discount » section.
  4. Change the percentage for the discount.
  5. Click on « Save ».

How can I change the currency on an invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click the row displaying the « Currency ».
  4. Choose the country by clicking on the drop-down window.
  5. Click on « Save ».

How can I change the exchange rate on an invoice?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click the line displaying « Exchange Rate » and edit it.
  4. Click on « Save ».
ATTENTION: The currency and exchange rate will not be applied in edit mode to allow you to manage this invoice in your company's currency. This option is only visible on the final invoice, either by downloading or previewing it.

How can I apply late fees on an invoice?

You can apply a late fee at any time on an invoice. They will be added automatically after the number of days of delay you have set.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then go to the « Preparation » step.
  3. Click on the « Activate late fees » button to enable this feature.
  4. Enter the desired percentage and interval « (in several days) ».
  5. Click on « Save ».
IMPORTANT: Late fees are applied automatically at the interval set to the total before taxes. Taxes are applied to late fees. If you apply the fee once the invoice is already late, be sure to return the new version to the customer.. However, the online version it can access will be updated automatically.