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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.

I would like the dates of each item to be indicated on the invoice. How to do ?

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.

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.

I work flat-rate. How do I proceed ?

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

Create 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 ».

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.

Change the date of an invoice. How to do it ?

  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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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 ».

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.

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.