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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?

1. INVOICING CONFIGURATION AND INVOICE CREATION

Find answers and get help from Intercom Support and Community Experts

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