The creation of an invoice can be found through 2 possible options;

  1. Starting from the "open costs" read more about open costs FAQ: What are open costs?
  2. Starting with a "blank invoice"


Once you start from one of these positions, you will end up with the invoice creation. An invoice creation flow consists of a number of consecutive steps such as;

  1. Pro-forma invoice
  2. Book an invoice
  3. Send invoice
  4. Confirm invoice as paid


STEP1 option A: Invoice creation through open costs:

  • Navigate to the Billing module
  • Go to the Invoices tab
  • In the table above you will find an overview of open costs per owner
  • Click on the shopping cart in column Open costs
  • A window appears with all open expenses and earnings
  • On the left of each issue, select the box [] for the expenses you wish to invoice (you can also select everything in one click via the box [] at the top of the list)
  • After the selection please choose the following options;
    • 'Save as draft' Then there will be an invoice creation with status "PRO-FORMA"
    • 'Save and book' An invoice creation will then be done with status "INVOICE" (after this step the invoice will be given an invoice number)


Additional possibilities are expenses from the Open costs;



STEP1 option B: Invoice creation via blank invoice:

  • Navigate to the Billing module
  • Go to the Invoices tab
  • Click below the table to the right of the open costs on the
  • Choose the owner of the invoice
  • Choose the invoice date
  • Click "Save"

Then you will enter the invoice creation flow!



STEP2: Change your invoice information?


Do you want to add expenses or earnings to your invoice?

  • Navigate to the Billing module
  • Go to the Invoices tab
  • Click on the relevant owner in the top table
  • Click in the bottom table on the invoice line you want to change



  • Click Content
  • Above you will find  
    • To add an expense, click
    • To add an earning, click
  • Add a description of the expense/earning
  • Select a horse
  • Add the price of the expense/earning
  • Add a number
  • Select the correct currency
  • Select the correct VAT rate
  • Click "Save"


Do you want to shift expenses or earnings on the invoice up or down?

  • Navigate to the Billing module
  • Go to the Invoices tab
  • Click on the relevant owner in the top table
  • Click in the bottom table on the invoice line you want to change
  • Click Content
  • In addition to any expense or earnings, you can move the expenses up and down using the arrows



Do you want a subtitle above your expenses? In order to obtain subtotals of your expenses on the invoices, this can be done via;

Do you want to generate an invoice of which only the subtotals appear on the invoice? this can be done by deactivating the next checkmark;




Other options are:

You can include additional information about the expense, such as place, date and extra information. The additional information will also appear on the invoice.

 You can consult a photo of the cost note that was taken via the mobile app.



To convert a PRO-FORMA to an invoice, see 2.



STEP3: How to convert a PRO-FORMA to an invoice? Invoice invoice

  1. Navigate to the Billing module
  2. Go to the Invoices tab
  3. Click on the relevant owner in the top table
  4. Click in the bottom table on the invoice line with status pro-forma that you want to change
  5. Click Book Invoice
  6. Choose your Invoice Date
  7. Select your payment period
  8. Click Book


STEP 4: Send an invoice? see article FAQ: How do I send an invoice?


STEP 5: Confirm an invoice as paid

Has one of your customers paid his invoice on the account?

  • Navigate to the Billing module
  • Go to the Invoices tab
  • Click on the relevant owner in the top table
  • Click in the bottom table on the invoice line you want to change
  • Click on status paid
  • Please specify date transfer


Note: You can only click the Paid button if you have sent your invoice.