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INVOICING

Managing invoice drafts can be time-consuming. We explain how to handle multiple drafts at once to save time and work more efficiently!

How to handle multiple draft invoices efficiently ?

Everything you need to know about a production invoice (also known as project phases and fees): from draft/pro forma to payment, covering all stages of invoice management.

How to create an invoice, select billing items and enter payments?

Has your client made a down payment? Here’s how to set it up in your fees so you can invoice only the remaining balance.

How to Add a Deposit and Invoice it?

You want to track the invoicing history of a project in OOTI, but the project involves multiple clients

How to Manage Invoicing History with Multiple Clients as Multi-Payers?

Provide your clients' value added tax number and show it on the invoices.

How to Add and Display the Client's value added tax on Invoices?

The OOTI invoicing process: efficient and streamlined management

The invoicing process on OOTI — expert advice and use cases

You have entered a payment but it is incorrect and you ant to delete it.

How to Delete a Payment on an Invoice?

Style guide, numbering, accounting year, project invoicing history... Follow all the steps to configure invoicing and manage your invoices with OOTI.

How to set up invoicing once and for all on your OOTI account?

You want to customise the layout of your invoices, the visible columns, and the displayed totals. We offer several types of templates directly accessible on OOTI.

How to modify your invoice template?

You want to use multiple currencies between your account, projects, and invoicing.

How to manage multi-currencies on OOTI?

Set up the code for your invoices and maintain a logical sequence in the numbering of your invoices.

How to configure the code/number of invoices?

When you create an invoice, the amount is recorded as revenue for the agency based on the date of issuance. However, there is an adjustment system that allows you to…

How to make revenue adjustments?

Create invoices of type "Other," which means they are outside of any project or not linked to a specific phase. These invoices will be counted in the agency's revenue.

How to create a non-project invoice or an invoice without a phase?

You can specify the various payment methods for your client invoices on OOTI.

What are the possible payment methods on OOTI?

If invoicing on OOTI is not locked, you can delete the invoice, but if it's locked, you can only modify it.

Can I delete or modify an invoice?

Set the default VAT rate on all invoices for your project. Activate a multi-VAT module so that each phase has its own VAT rate.

How to manage VAT on invoices ?

The preview of your invoice did not update after updating the elements to be invoiced or the information. Generate a new PDF.

The invoice PDF is not up to date despite modifications, what to do?

Add text to your invoices: purchase order, subject, references... Learn all about completing your invoices.

How to add text to the invoice?

Invoicing is a key feature in OOTI. This guide covers the main components of an invoice and the different types available.

Invoices in OOTI: A step-by-step overview

Choose to enter your production and invoicing progress with two decimals.

Enter my progress with two decimals

We're going to look at how to reproduce a previous invoice in order to create the credit note directly in OOTI.

How do I cancel invoices issued outside OOTI?

Discover how to generate a credit note from an invoice created in OOTI.

How to create a credit note in OOTI?

Do your teams track their time in OOTI? Easily turn it into client invoices thanks to time-based invoicing.

How to invoice time spent in OOTI?

1. INVOICING CONFIGURATION AND INVOICE CREATION

Learn how to manage and personalize your production schedule while monitoring progress. Check out the new version of the production schedule!

How to plan your invoicing simply and efficiently?

To manage your billing forecast, you will find default forecasts. Create your own billing rule.

How to create a new billing scheduling rule?

You are managing your billing schedule and you want to apply the same forecast type to all the phases? Here's how to do it for all phases.

How to change the forecast type for multiple phases of a project?

2. BILLING FORECAST

Create your invoices and then send them or schedule the sending directly to your clients from the platform.

How to send and/or schedule the sending of invoices from OOTI?

Let OOTI automatically create your invoices based on the progress of your project phases.

How to use invoice suggestions to simplify and speed up your billing.

Set up your invoice reminders based on specific conditions: sending before/after the due date or after the sending.

How to create invoice reminders?

Send your invoices from OOTI using your own email address and domain by setting up SMTP for Gmail.

Gmail SMTP Setup: best practices, checklists, and user feedback

Send your invoices from OOTI using your own email and domain by setting up SMTP with OVH.

OVH SMTP Setup OVH SMTP Setup — Full guide

Send your invoices from OOTI using your own email and domain by configuring SMTP for Outlook.

Setting up SMTP for Outlook : methods, examples, and best practices

Send your invoices from OOTI using your email address and domain by configuring SMTP for Gandi.

Setting ip SMTP for Gandi: strategies, checklists insights

3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES

Find answers and get help from Intercom Support and Community Experts

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