Home → Records → Accounting page → Creating an invoice (with accounting integration)
2.5. Creating an invoice (with accounting integration)
Use the tick boxes on the left of the items select what items you would like to invoice, then click the “Invoice” button.
This will create a single invoice with all your selected items (line items).
For Bulk Invoice processing please use the main "Accounts Admin" area.
You will be presented with a new “Invoice” with the default values for the record and your selected line item(s).
By default, the invoice "Date" will be set to the current day's date. The "Date" value will become the official date of your invoice. This is especially important when using accounting integration.
All values (except pricing) are editable at this point. Certain fields can be pre-set to load with certain default values e.g. currency, email cover template etc.
By default, your new invoice will load with the Billing Address for the record, otherwise, the Main Address will be used.
When all required fields have been completed, and you are ready to add your invoice to the queue for processing, click the "Submit" button.
The invoice window will close and your new invoice will appear in a new window with additional options available.
The invoice record will now be placed in a queue for processing to your accounting package.
Accounting integration is available with Sage 50, Sage 200 and Xero. Contact support@rubicrm.com for more information about accounting integration.
You can then sync RubiCRM with your accounts package. Depending on your level of integration/automation once your invoice has an Invoice Number you can choose the "Print PDF" option to generate a PDF copy of the invoice for sending. Your accounting integration may do this for you depending on your setup specifications.
Creating an invoice
