Source
Board contracts, extra services & billing — found from sitemap — Equicty
Checked for Equicty on 16 Oct 2026
- Page
- https://support.equicty.com/en/support/solutions/articles/42000030394-faq-how-do-i-create-an-invoice-
- Checked
- 16 Oct 2026, 06:56 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:3d588af881003935ea557367cf4de3cfaf2f68f0d9529c93ae363d8bae6fff29
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
-
Billing module Report an error
“Navigate to the Billing module Go to the Invoices tab”
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Invoice flow steps Report an error
“An invoice creation flow consists of a number of consecutive steps such as; Pro-forma invoice Book an invoice Send invoice Confirm invoice as paid”
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Invoice start options Report an error
“The creation of an invoice can be found through 2 possible options; Starting from the "open costs" read more about open costs FAQ: What are open costs? Starting with a "blank invoice"”
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Invoice save options Report an error
“'Save as draft' Then there will be an invoice creation with status "PRO-FORMA" 'Save and book' An invoice creation will then be done with status "INVOICE" (after this step the invoice will be given an invoice number)”
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Credit note option Report an error
“'Save and credit' Then there will be a credit note creation with status "CREDIT NOTA"”
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Expense archive option Report an error
“'Archive' Then the selected expenses will be archived on the stable account.”
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Invoice editing Report an error
“To add an expense, click To add an earning, click Add a description of the expense/earning Select a horse Add the price of the expense/earning Add a number Select the correct currency Select the correct VAT rate”
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Invoice subtotals Report an error
“Do you want a subtitle above your expenses? In order to obtain subtotals of your expenses on the invoices, this can be done via; Do you want to generate an invoice of which only the subtotals appear on the invoice? this can be done by deactivating the next checkmark;”
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Cost note photo Report an error
“You can consult a photo of the cost note that was taken via the mobile app.”
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Proforma conversion Report an error
“Click Book Invoice Choose your Invoice Date Select your payment period Click Book”
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Mark invoice paid Report an error
“Click on status paid Please specify date transfer Note: You can only click the Paid button if you have sent your invoice.”
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Platform Report an error
“Helpdesk Software by Freshdesk”
Scores citing this record
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