Prepare an invoice from a reviewed work order, then send it through AdMemo, share it externally or download the PDF.
Review and finalise
- Open Overview → Income.
- Use the document action on the work order to open the invoice preview.
- Check the customer, date, lines, amounts and VAT in the preview.
- Choose Finalise when the financial details are correct.
- AdMemo assigns the invoice number and makes the invoice Ready to send.
Finalising fixes the invoice's financial details. Review them before confirming. Customer-facing descriptions can be managed separately where the invoice presentation controls allow it; they do not rewrite the underlying work order.
Choose a delivery method
After finalisation, the available actions include Send, Mark as externally sent and PDF.
Choose Send for the email or external-sharing options.
Email through AdMemo
If the customer record contains an email address, AdMemo can prefill it. Check the recipient, subject and message, then send the invoice.
The message can contain a link to the invoice's online version, and the PDF is attached. The existing {{FACTUURLINK}} placeholder is filled with the invoice link; keep it intact when editing a template that uses it.
You can adjust the subject and message for the invoice. Add the email address to the customer record to reuse it next time.
Share externally
Use External sharing to open the device's share options. Depending on your device, these can include WhatsApp, Messages, AirDrop, Mail, Notes or Files.
Choose the destination and complete the sending action there. Sharing availability depends on the device and installed apps.
Download a PDF and send it yourself
Choose PDF to save the invoice, then send it using your own email or other channel.
After you have actually sent it, return to the invoice and use Mark as externally sent. A download alone does not record that the customer has received it.
Customer-friendly descriptions
The customer-facing description controls let you adjust the wording shown on invoice lines while preserving the internal work-order descriptions.
For example, internal text such as “Research, preparation and first-phase work” can be presented to the customer as “First phase of project Y”. Check the invoice preview after editing the presentation.
After sending
Review the invoice's status in Overview. Keep it awaiting payment until payment is recorded, then update its payment state when the customer has paid.
Before finishing, check the recipient, the final PDF and the sending status. App language and document language are separate: check the document language when you want an English customer invoice.
Next steps: