Home → Records → Accounting page → Overview
2.1. Overview
The "Accounting" page can be found in the "Go To Page" / burger menu within the top left-hand corner of an open record.
Here you can process new individual invoices and view existing invoices and credits.
Depending on your level of accounting integration, you may also access copies of invoice PDFs, log receipts, manage payment schedules and raise credits.
Within your RubiCRM, Bookings, Sales Pipelines and Export Docs are, in effect, pre-loaded “Line Items” that would appear on an invoice.
The “To Invoice” section will show any item which has a value/price greater than £0.00, has a valid "Payment Type" (all except None and N/A) and has an "Accounts Status" of “To Invoice”.
Items with these criteria are eligible to populate an Invoice item.
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