Invoicing & sales

Everything to do with billing your customers lives in the Sales area: invoices, recurring templates, client records, payments and the invoice designer. This page is a map of the section — each child page covers one part in detail.

An invoice in Arvello moves through a simple lifecycle. You create a draft, which you can edit or delete freely. When you finalise it, Arvello assigns the next invoice number, posts the accounting entries and locks the document — from then on it is sent, and once payment arrives in full it becomes paid. A sent invoice past its due date is flagged overdue automatically; nothing for you to do there, though chasing the client remains your department.

Two ways to deliver an invoice

Peppol is the pan-European e-invoicing network. Clients who accept e-invoices are badged in your contact list; everyone else receives a PDF, and you can always choose the PDF route regardless.

Invoice numbering

Numbers are assigned at the moment an invoice is finalised, combining the prefix and sequence you chose when setting up your company. Both can be changed later in company settings.

In this section

• Creating invoices — drafting an invoice, line items, VAT per line and how numbering works.
• Sending invoices & getting paid — emailing PDFs, statuses, overdue tracking and recording payments.
• E-invoices & Peppol — getting verified, sending e-invoices and the received e-invoices inbox.
• Recurring invoices — templates that generate draft invoices on a schedule.
• Invoice designer — layout, colours, logo and footer text for your PDF invoices.
• Clients & suppliers — the contact directory shared by invoicing and expenses.