Issuing Invoices with Operate

Approving Invoices and Issuing them to Your Customers in Operate

Stuart avatar
Written by Stuart
Updated over a week ago

After performing a Bill Run, you will need to approve and issue the generated invoices to your customers.

  • Start by going to Invoicing > Draft Invoices. This is where you will find all of your draft invoices - either generated after a bill run or created manually.  

  • Tick the box next to the invoice you want to issue, in order to select it. Select multiple invoices if you want to issue them in bulk.

  • Next, click the Preview button on top of the list of invoices  

  • You will be presented with a screen that shows a preview of your invoice(s), as well as some additional options.

  • Select the invoice that you would like to preview, by clicking on it in the left side area of your screen.

  • Change your invoice template if needed - For each invoice, you can choose from a list of default and custom templates.

  • Click Approve as soon as you are sure that all of your invoices are correct  As soon as your invoice)s) is)are) approved, it(they) will be moved under Invoicing > Invoices, among your other approved invoices.

  • Send invoices automatically, using the Automatic Invoice Production button, which once pressed, will send the invoice to your customer by email, or will open the print dialog box, so that you can print the invoices. This is done according to the preference that you have set on the customer’s account - if they prefer to receive invoices by email, they will automatically be emailed to the addresses available on their account; if they prefer to receive a printed invoice, Operate will allow you to print it.  

  • Email the invoice/s to the email address associated to your customer’s account in Operate. This email message will contain your invoice email template and attach the invoice to it.

  • Print the invoice(s) if your customer has opted for this invoicing method.

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