Cohub uses invoices to track funds owed to you by customers for any good or service provided to them. Invoices are comprised of the following:

  • Invoice date
  • Term
  • Due date
  • Items - a list of goods or services, each with a quantity and price.
  • Shipping charges
  • Applicable tax
  • Shipping address
  • Billing addresses
  • Early payment discounts
  • Late payment penalties
  • Payments allocated to the invoice
  • Balance due from the customer

Invoicing a sales order

You can have Cohub edit your company settings so that any sales order with a payment method of "Invoice" will automatically generate an invoice once it has been marked as completed, creating a corresponding invoice item for each order item, copying the shipping and billing addresses as well as any applied shipping and tax.

An Invoice can also be generated from a sales order at any time by using the "Generate Invoice" button on the sales order page. 

This will create an invoice containing any item quantity, shipping, and tax that has not yet been invoiced.

Sending an invoice to a customer

If set to automatically generate invoices, Cohub will also automatically send out that invoice via email to the designated "Invoice Emails" on the customer's account page when the order is completed.

If, for any reason, you need to send the invoice to additional email addresses or send another copy, you can do so from the Invoice itself by clicking the "Email to..." at the top of the page.

You can also send invoice emails from the "Invoices" tab on the customer page, and from here you can send a single invoice or multiple invoices simultaneously.

Creating an Invoice without a Sales Order

You can also create an invoice for any customer at any time, from the Customer page.

Go to the invoices tab and click the +/Add a new invoice button in the upper right corner.

At the very top, you can set the invoice dates and select the payment terms from your company's preset options. It will automatically set the due date based on the selected terms, but you can also edit the date to be whatever you desire.

You can then enter the Customer's billing and shipping information.

Under that, you can add line items and any pertinent information about what you are billing to the customer, as well as the price/quantity for each one. You can also enter custom amounts for shipping, tax, and any discounts.

Next, you can enter the Customer's PO number and denote the shipping method, if applicable.  There is also a field for notes/comments you wish to appear on the invoice for the Customer to see.

At the very bottom, there is a checkbox to automatically send the invoice to the Customer's set invoice email address. If you do not wish to do this, leave the box unchecked. After hitting save, you can download/print the PDF Invoice, or email it to any email address as usual.

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