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Generate Invoices lists the invoices for a period, so you can preview them, download them and send them to customers.
Generate Invoices page with a date range, download buttons and a table of invoices with status and actions

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Choose a period

Use the date range selector to choose the period, for example 01 Sep - 30 Sep 2026.

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Read the invoice list

Each row shows:
  • Invoice - The invoice number
  • Customer - Who the invoice is for
  • Period - The period it covers
  • Amount - The total due
  • Status - Draft or Sent

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Preview and send

  1. Select Preview on an invoice to check it.
  2. When it’s correct, select Send to email it to the customer.

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Download invoices

  • Select Download PDF to download the invoices as a PDF.
  • Select Excel to download them as a spreadsheet.
Check the PO codes before you generate invoices. The PO code appears on the invoice.