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Invoices

Invoices in Enso are generated to bill your customers for products or services.
Invoices can be created automatically or manually, and each invoice goes through a defined workflow before it is finalized.

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How Invoices are Created

  • Auto-generated: Invoices are automatically created when a contract is set up. All such invoices start in the Draft stage.
  • Manual creation: You can also create invoices manually by navigating to Invoices > Create Invoice in the dashboard.
Each invoice can have multiple invoice items, with each item representing a product or service.

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Invoice Lifecycle

Invoices move through several states as part of their lifecycle:
  • Draft: Initial state. Invoices can be edited in this stage.
  • Approved: Invoice is reviewed and approved.
  • Raised: Invoice is finalized, assigned an invoice number, and the PDF is generated.
  • Paid: Payment has been received.
  • Cancelled: Invoice is voided.
  • Credit Note Issued: A credit note has been issued against the invoice.
You can view the complete audit trail for each invoice under Invoice Details.

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Invoice Workflow

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Key Points

  • An invoice number is assigned when the invoice is Raised; this is also when the invoice PDF is generated.
  • Invoices can be edited while in the Draft stage.
  • The invoice numbering prefix can be configured under Settings > Invoice Templates.
  • The same HTML template is used for both invoices and credit notes. You can customize or upload any HTML-based template under Invoice Templates.

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Credit Notes

A credit note is issued to reverse or adjust an invoice, typically after an invoice is cancelled.

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Credit Note Workflow

Credit notes have their own lifecycle:
  • Draft: Initial state; can be edited and commented on.
  • Issued: Credit note is finalized and issued.
  • Cancelled: Credit note is voided.
Comments can be added at any stage for audit and collaboration. image.png

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Key Points

  • Credit notes can only be issued after cancelling an invoice.
  • Credit note numbering starts with CN- by default, unless configured otherwise in Invoice Templates.
  • The same HTML template is used for both invoices and credit notes, and can be customized under Settings > Invoice Templates.
For more details on setting up invoice templates, see One time setup.
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