What should be included on an invoice?
An invoice often contains a considerable amount of information. By preparing a well-written invoice, you prevent confusion for the recipient. In addition, certain information is required by the Dutch Tax and Customs Administration.
An invoice must include at least:
Name and address of the sender
Invoice number - sequential and unique
Invoice date and due date
Invoice lines - quantity and price
Total amount
Chamber of Commerce number
VAT number - only if your association is VAT-registered; many associations are not.
Create an invoice
Creating an invoice is divided into a few simple steps. Much of the information is already available based on the data present in Congressus.
Adding an invoice takes just a few steps:
Select contact - Search for a member, group, or organization in your administration or select an external contact.
Edit contact - Check the recipient's information.
Invoice details - Select the entity and workflow, optionally add a reference and invoice date, and indicate whether the invoice includes membership fees.
Add products - Select one or more products to include in the invoice.
Confirm - If everything is correct, you can save the invoice.
Send invoice
Once you've created an invoice, you can send it in the following ways:
Send via email - you can edit the email message. The invoice will be attached as a PDF. We'll also automatically add a link to the online invoice.
Send manually - do you want to hand over the invoice yourself or send it by mail? Then choose manual sending.
If you want to send more than one invoice at a time, you can read all about it in this article.
