In the App
Go to Menu > Invoices.
Sending an individual invoice
Tap the … on the invoice line and then tap Send invoice. A screen opens where you can configure the following before sending:
Invoice date — set automatically and cannot be changed
Payment due in — choose a payment term: 0, 7, 10, 14, 30, or 90 days, or set a custom term
Payment due date — adjusts automatically based on the term you select, but can also be set manually
Note — add a one-time note for this specific invoice. This note appears near the top of the invoice, below the customer name. It is separate from the custom note in your invoice settings, which always appears at the bottom
Tap Preview to review the invoice before sending. The one-time note will not yet be visible in the preview, but it will appear on the sent invoice.
Sending multiple invoices
Tap the … in the top right of the screen and select Send all open invoices to send all open invoices in one go
Or tap Selection mode to select multiple invoices and send invoices and reminders in one go
Sending payment reminders
For invoices with status Sent or Overdue, tap the … and then tap Send payment reminder.
What the customer receives
An email will be sent to the customer's email address with a link to pay the invoice, as well as a PDF with all the information about the sales applied to their account. The PDF also includes a QR code the customer can scan with their camera to pay.
When an invoice has been paid by the customer, it will automatically close within Tebi.
In the Back Office
Go to Sales > Invoices.
Click on an open invoice to see the preview, then click Send invoice
Or click Send all open at the bottom of the screen to send all open invoices in one go
Click Select multiple to select multiple invoices and send invoices and reminders in one go
When an invoice has been paid by the customer, it will automatically close within Tebi.
Invoice language
The language of the invoice follows the browser language setting of the person who sends it. If your browser is set to Dutch, the invoice will be generated in Dutch. To send an invoice in a different language, change your browser language before sending.
What you cannot change after sending
Once an invoice has been sent, it cannot be edited. You cannot add notes, change amounts, or modify the invoice in any way. If a correction is needed, you must create a correction invoice. See [Correcting open and sent invoices].