Table of contents
1. Overview
Ad-hoc invoices in Cone are designed to cater to unique, one-off billing situations, allowing users to send tailored invoices for specific transactions or services provided to clients
2. Creating an ad-hoc invoice
Starting the process:
You can create an ad-hoc invoice from 2 places
From firm billing page
Navigate to the billing page by clicking on "Billing" in the left navigation bar
At the top right, click on "Create invoice" and choose "Create invoice"
Choose the client for which invoice has to be created and proceed to add the details
From client workspace
Click on a client from clients page
In the client workspace, at the top right click on Create -> Invoice
Here, the client will be auto-selected
Invoice date and terms:
Specify the invoice date, which is the issuance date of the invoice. Next, select the terms, such as Net 30, defining when payment is due post-invoice date, consequently setting the due date for the invoice
Line item details:
Enter detailed information for each line item on the invoice:
Name: The name or title of the service/product. This has to be manually filled
Description: A brief description of what the line item entails
Price and Units: The cost per unit and the number of units being billed
Tax Rate: Applicable tax rate for the line item
Discount: Any discounts applied to the line item
Payment options:
Before creating the ad-hoc invoice, you can choose a payment option
None: Selecting this option means the invoice will be placed in an open state. It’s the user's responsibility to send the invoice to the client and manage payment collection
Send payment link: This facilitates sending the invoice directly to the client with an integrated payment link, based on preset billing settings for draft or sent status. This option ensures the client receives the invoice promptly for payment
Auto-charge: Leveraging authorized payment methods on file, users can opt for automatic charging either on the invoice date or the due date, streamlining the payment collection process
3. Status and syncing
Depending on the chosen settings, the invoice will appear in the sent invoices section, with its status reflecting the action taken (sent, open).
Integration syncing: If the user has connected Cone to accounting software, the invoice and status will sync accordingly. Similarly, for those with payment processing integrations like GoCardless or Stripe, actions such as sending the invoice or auto-charging will trigger based on predefined settings