Invoices

PPPoE → Invoices (/dashboard/pppoe/invoices) lets you issue formal invoices to PPPoE customers, for example for a company that needs a document for its accounts, or for one-off work such as an installation or a router replacement.

Note

Invoices are documents for your records and your customer’s. Marking an invoice paid, or recording a payment on it, does not credit the customer’s account or extend their service. To take money onto the customer’s account use Deposit or STK Push on the customer page. See Billing and expiry.

The invoice list

The list shows Invoice #, Customer, Status, Issued, Due and Total. You can filter by customer and status, sort by number, dates and total, and click a row to open the invoice. Refresh reloads the list.

Create an invoice

1. Click Create Invoice. The New Invoice dialog opens.
2. Choose the Customer.
3. Optionally set the Currency (defaults to your ISP’s currency), Due date and Tax rate (%).
4. Add Line items. Each needs a description and a unit price greater than zero; set the quantity as needed. Shortcuts:
   • Subscription adds the customer’s package at their price (their special price if they have one).
   • Site visit, Installation and Router replacement add a line with that description.
   • Add line adds an empty line.
5. Optionally add a Reference and Notes.
6. Click Create invoice. You’ll see “Invoice INV-… created.”

Subtotal, tax and total are worked out from the line items.

Working with an invoice

Open an invoice to see it as the customer will. The buttons along the top:

Button	What it does
Download / Print	Opens a clean print version in a new tab and starts your browser’s print dialog. Choose “Save as PDF” to get a PDF.
Email customer	Emails the invoice to the customer. Only shown when the customer has an email address. The page then shows when it was last emailed.
Record payment	Records the amount paid so far (it replaces the previous figure, it is not added to it). Paying the full total marks the invoice Paid; a smaller amount marks it Partially Paid.
Mark paid	Marks the whole invoice paid.
Mark unpaid	Sets a paid or partly paid invoice back to Unpaid.
Cancel	Cancels the invoice. This cannot be undone.

Only users with PPPoE admin access can create or change invoices. Others can view them.

Statuses

Status	Meaning
Unpaid	Issued and nothing recorded against it yet.
Partially Paid	Some of the total has been recorded. The invoice shows how much.
Paid	The full total has been recorded, or it was marked paid.
Cancelled	Withdrawn. It stays in the list for your records.

Invoice templates

Each invoice can use one of three designs. Switch between them with the template buttons on the invoice page; the choice is saved on that invoice and used for printing too.

• Classic: clean, bordered, business-standard.
• Modern: bold coloured header, card totals.
• Minimal: airy, hairline rules, monochrome.

Invoices show your logo from your captive portal branding, so set that first if you want your logo on them.

Tips

• Add the customer’s email before creating an invoice you intend to send.
• Use Reference for a purchase order or contract number the customer gave you.
• If a customer pays in parts, use Record payment each time with the running total paid, so the invoice shows the right balance.

Related

• Billing and expiry
• Customers
• Payments