Invoices
Your invoices, automated yet flexible
Lines, tax, and numbering fill in from the order. You tweak the wording, add a personal note, and send when it's right.
Your invoices carry your brand. Edit header text, footer notes, line items, tax breakdowns, and references until they're perfect, then issue them with a number.
- Edit intro text, footer text, and reference fields before issuing
- Add or remove lines manually; adjust tax rates per line
- Create partial invoices by percentage or absolute amount; generate remainder invoices for the balance
- Invoices receive their sequential number only when sent to the customer
- Select invoice language from activated locales (if languages module is enabled)
- Due date calculated in days from invoice date
You write the quote, the customer says yes, now you need to invoice. The invoice editor opens from any invoice in your list. You see the full document: intro text above the price list, footer notes below, individual lines with their tax rates, and a reference field for your internal codes or the customer's purchase order number.
Partial invoicing is built in. Some customers pay deposits; others pay in instalments. Mark an invoice as partial, choose a percentage or an absolute amount, and Catermonkey calculates the lines. When the job is complete, generate the remainder invoice and the system totals what's already been invoiced and shows you the balance due.
The invoice gets its number when you send it. Draft invoices sit unnumbered until you're ready. The moment you send it to the customer, by email or print, the system assigns the next sequential number. That number then locks into your bookkeeping export (Exact, Moneybird, Snelstart, Yuki, Twinfield) so your accountant sees a clean, gapless series.
Multi-language companies can pick the invoice language per customer. If you've activated the languages module, a dropdown appears in the editor. Select the customer's language and the invoice renders in that locale, same data, different words. If you haven't activated languages, the invoice uses your system default and the dropdown stays hidden.
Who benefits
Business owner
You control the final document that reaches your customer, no surprises, no placeholder text you forgot to change.
Sales / account manager
You can tweak the wording or add a personal note in the footer before you hit send, keeping the relationship warm.
Accounting
Sequential numbering only happens on send, so your export to Exact or Moneybird is clean and auditable. Partial invoices and credit notes track automatically.
Customer
You receive an invoice in your language with clear line items, correct tax, and the payment terms you agreed.