Receipts for paid invoices, cash-basis tax, and copying an invoice

Three changes to invoicing. The first is the one your clients will notice.

A receipt when an invoice is paid

When a payment clears an invoice, 1pm now emails the client a receipt with the paid invoice attached as a PDF. That covers a deposit or balance paid on the booking page, a card payment on the invoice itself, and a payment you record. Each invoice sends its receipt once.

It is the Paid invoice automation, and it is on by default. You can change the wording or switch it off on the Automations page. A payment you record with Email the client about this payment unticked sends nothing, and neither does an invoice you mark as paid by hand. Invoices paid before this change are not emailed.

The paid invoice also stays where the client can find it. Once an invoice is paid, it is listed on their booking page and their event portal, ready to view, download or print. A client who paid a deposit by card no longer has to ask you for a copy for their accounts team.

Automations has the details.

Tax summary on a cash basis

The Tax summary report has always shown tax on invoices issued (the accrual basis). It can now show tax on payments received (the cash basis) instead. Each payment in the period is split across the tax rates of the invoice it paid, so a payment on an invoice that is half food and half room hire lands half in each rate’s row.

Pick the basis once under Report tax on in Tax & invoicing, to match how you lodge, and the report opens on it for everyone on your account. A switch at the top of the report shows the other basis for a one-off look.

Reports explains how the figures are worked out.

Copy to draft invoice

Billing the same client for the same thing again? Open the invoice and click Copy to draft invoice. You get a new draft with the same lines, groups, service charge, bill-to and terms, the next invoice number, today’s date and a due date from your payment terms.

The original is left exactly as it was. The copy does not belong to an event, so it never adds to what the original booking has been billed. If it is for another booking, attach it with Belongs to. See Quotes and invoices.