How to Generate a Custom Invoice?

How to Generate a Custom Invoice?

The Custom Invoice feature enables you to generate invoices for any contact, regardless of whether they have an active contract. This is particularly useful for charging one-time services, products, or other ad hoc fees.

Method 1: From Specific Contact Detail Page

  1. Navigate to Contact Detail Page
    Access the specific contact from the Contact listing.

  2. Select Property and Business
    A pop-up window will prompt you to select:

    • Property

    • Business

  3. Redirect to Custom Invoice Page
    Upon selection, you will be redirected to the Custom Invoice Creation page.






Method 2: From the Transaction Section

  1. Navigate to the Transaction Section
    Open the left-hand menu and click on “Transaction” > “Custom Invoice”.

  2. Create New Custom Invoice
    This redirects you to the Custom Invoice Page.

  3. Select Property, Business, and Contact
    From the form, choose:

    • The Property

    • The Business

    • The Contact you wish to invoice





Adding Line Items to the Invoice

1. Add a Line Item:

  • Click on “Add Item”.

  • A pop-up window opens where you can input the item details manually:

    • Description: Briefly describe the item or service.

    • Category (Optional): Select a predefined category if applicable.

    • Amount: Enter the price of the item or service.

    • Quantity: Specify how many units are being billed.

    • Default Tax: Automatically applied; however, users can manually enable/disable this.

Additional Options:

  • Apply Discounts: Link applicable discounts per item.

  • Update Tax: Adjust tax rates if necessary.





2. Add Service, Insurance, or Merchandise:

  • From the Add Item pop-up, you also have the option to:

    • Add Service

    • Add Insurance

    • Add Merchandise

  • Clicking any of these opens a side drawer where you can browse and select from existing predefined items in each category.

  • Once selected, the system auto-fills the item fields with relevant details (e.g., description, amount, tax), which can be adjusted if needed.





Generate the Custom Invoice

  1. Click on “Generate Invoice”

  2. A confirmation pop-up window appears with:

    • Option to Enable Email Notification (disabled by default)

    • Option to Include Payment Link or SEPA Payment Link (disabled by default)

  3. Click Confirm to finalize the invoice


What Happens Next?

  • The invoice is generated and stored under the Contact’s transaction history

  • If email is enabled, the customer receives:

    • A PDF copy of the invoice

    • A payment link (if selected) to complete payment online


    • Related Articles

    • How to Generate the Next Invoice?

      StoRegister allows you to manually generate the next rental invoice for a contract whenever needed. This is helpful for early billing, adjusting invoice periods, or including additional charges. Steps to Generate the Next Invoice Navigate to the ...

    • How to Generate a Custom Credit Note?

      The Custom Credit Note feature in StoRegister allows you to issue a credit note to any customer — whether or not they currently hold an active contract. This functionality is especially useful for adjustments, refunds, or reversals of previously ...

    • How to Generate an Offline Payment Receipt?

      StoRegister allows you to generate offline payment receipts—either for a specific unpaid invoice or for a consolidated balance across multiple unpaid invoices. This helps maintain accurate financial records and ensures timely updates on tenant ...

    • How to Cancel an Invoice?

      If you need to reverse a billing due to incorrect charges or a cancelled transaction, StoRegister allows you to cancel an invoice by generating a credit note directly from the invoice detail page. This ensures proper financial tracking and accurate ...

    • How to partially Cancel the Invoice?

      StoRegister allows you to apply discounts or partial refunds to specific line items of an invoice using a Credit Note, without needing to cancel the entire invoice. This is ideal when a customer is eligible for a refund or discount on certain charges ...