Fanurio can create invoices for one or more projects of a client that have at least one billable item. To create an invoice, just select the project or client in the Projects tree and then go to Business » New Invoice.

The items that are included in an invoice cannot be changed since that would alter the invoice. The only way to change an invoiced item is to delete the invoice. When an invoice is deleted, its items become billable again. In other words, if you want to edit an invoice you have to delete it, edit its items and then recreate the invoice.

If you have enabled auto-numbering in the Billing section from Business » My Business Details, an invoice number will be automatically generated for every invoice you create.

Every invoice has a base currency that is specified when the invoice created. If the invoice items use a different currency, you have to enter exchange rates for each currency different from the base currency. Exchange rates can only be entered manually.

Let's consider the following example to understand when this can be helpful. You have a business based in Germany that does business with clients from across the UE and the USA. European clients are billed in Euros while American clients are billed in US dollars. When working with US clients, you still record expenses in Euros but in the end you have to bill them in US dollars.

With Fanurio you can discount service items or you can discount the total invoice value. In either case, invoices can show both the discounted values and the regular ones. Discounts can be specified as a percentage or as a fixed value. Below we'll show you how discounts can be used to create more accurate invoices.

Note: If you want to customize the invoice template to display discount information, take a look at the placeholders available for items and invoices.

Making a discount for the entire invoice is easy. When you create an invoice, just specify a discount for the total invoice value as a percentage or as a fixed sum.

Let's say that the total invoice value (before taxes) is $1,330.00 and you want to round it to $1,300.00. In this case, you apply a fixed discount of $30.00 and the invoiced value will be $1,300.00. The discount is not taxed if taxes apply to the invoice.

Sometimes an invoice will never be paid because the client refuses to do so or because it goes out of business. To handle cases like these when you know an invoice will never be paid by the client, you can just cancel it. Please note that only unpaid invoices can be cancelled. You can also cancel partially paid invoices.

Once cancelled, you can used the filters above the invoices table to show or hide them. Use the Status filter and select Not Paid or Overdue. Then you can filter invoices by their Cancelled status.

If you want to view, export or email an invoice, you will need to use an invoice template. Templates specify the visual design and content of an invoice document.

Since most business have different requirements when it comes to the layout of their invoices, Fanurio has a very powerful template engine that can handle many file formats (HTML, Microsoft Word, OpenDocument Text, XML, plain text). If you already create your invoices in one of these formats, it's very likely that they can be easily transformed into templates for Fanurio.

We've created a separate guide just for templates. To get started, you only need to read the introduction.

Fanurio can export invoices to various formats depending on what type of template you are using. By default, Fanurio comes with an .html template that can be used to export invoices to .html and .pdf.

To export an invoice, go to the Invoices view, select the invoice you want to export and then click the Export button.

You can send invoices by email to your clients right from Fanurio. Just go to the Invoices view, select the invoice you want to email and then click the Email button.

You can send invoices by email if the following conditions are met:

To learn more about the invoices you create, go to the Invoices view and use the filters above the invoices table. The table will display only those invoices that match the selected filters. Invoices can be filtered by:

Once you set these filters, the table footer will display totals for:

For instance, you could use these filters to see all overdue invoices issued this year for a certain client. The table footer will help you see how much money the client owes you.

If you need to do extra calculations on the list of invoices, you can also export it to CSV or Excel from File » Export.