Create Invoice

This guide explains how to create an invoice in Younium, covering different billing scenarios, invoice creation from an order, batch invoicing, adding notes, and using invoice proposals.


Understanding Target & Invoice Dates

  • Target Date: The date that determines the period for which the invoice is generated. It includes all previous periods that have not yet been invoiced up until that date.
  • Invoice Date: The actual date, printed on the invoice. This affects transactions and due dates.

Target dates define the period for which the invoice is generated and are handled differently depending on the billing period and timing. The following examples assume an order with a monthly service period to be invoiced for June: The following examples assume an order with a monthly service period to be invoiced for June:

Recurring in Advance

If an order is recurring with billing timing in advance, the target date should be set within the invoiced month.

  • Target Date: 2019-06-01

  • Invoice Date: 2019-05-31

Recurring in Arrears

If billing occurs in arrears, the month is invoiced after the service period ends.

  • Target Date: 2019-07-01

  • Invoice Date: 2019-07-01

Usage-Based Billing

Usage is always billed in arrears since all usage data must be gathered before invoicing.

  • Target Date: 2019-07-01

  • Invoice Date: 2019-06-30

One-Off Charges

A one-off charge only requires an invoice date. If the start date of the charge is after the invoice date, the charge will be included.

  • Invoice Date: 2019-06-01

Customized Target Dates

When invoicing an order with multiple charges having different billing timings, or when invoicing multiple orders in a batch, customized target dates can be used.


Creating an Invoice from an Order

When an invoice is created directly from an order, it will only include charges from that specific order.

  1. Navigate to Orders.

  2. Open the order you want to invoice.

  3. Click Create Invoice in the top menu.

  4. In the invoice settings popup:

    • Set Target Date – Determines the period to be invoiced.

    • Set Invoice Date – The date the invoice is issued.

  5. Click Create Invoice.

  6. Validate the Draft Invoice

  7. Click Post

Invoicing via Batch

Batch invoicing creates invoices for all billable orders based on a specified target date. This allows invoicing all customers at once.

Steps to Invoice via Batch

  1. Navigate to Invoices.

  2. Click Invoice Batches.

  3. Configure the batch settings:

    • Invoice all accounts or select a subset of accounts manually.

    • Use Invoice Batch Groups to include predefined account groups.

  4. Set Target Date.

  5. Set Invoice Date.

  6. Click Create Batch
  7. Review the Batch Log:

    • If no errors, click Back to Batches.

    • If errors exist, resolve them before proceeding.

  8. Post invoices:

    • Post Invoice – Posts selected invoices.

    • Post Batch – Posts all invoices in the batch.


Adding Notes to an Invoice Line

To include notes on an invoice, follow these steps:

  1. Open the Invoice Draft.

  2. Click on the Invoice Line where the note should appear.

  3. Click edit
  4. Enter the note.

  5. Click Save.

If the notes field is included in the invoice template, it will also appear in the generated PDF.


Invoice Proposals

Invoice proposals generate a list of upcoming invoices based on existing orders.

Assumptions for Invoice Proposals:

  • Invoicing in advance: The invoice due date is set to the day before the next service period.

  • Invoicing in arrears: The invoice date is set to the day after the service period ends.

Steps to Generate Invoice Proposals:

  1. Navigate to Invoices > Three-dot Menu > Invoice Proposals.

  2. Click Generate Proposals.

  3. Review the generated proposals.

  4. Select one or multiple items and click Create Invoice to proceed.