HyoNovaDocumentation

Customer invoices

Draft an invoice for a CRM customer or deal, add its lines, issue it, and understand invoice statuses and who can do what.

PreviewA first, limited version you can use today. Important parts are still missing.GuideFor: Owners, AdminsLast updated: Introduced:
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Payments are recorded by hand. HyoNova does not collect money from your customers.

Customer invoices are the invoices your company sends to its customers. They live in your company's own finance records, next to your customers and deals in Customers & CRM. They have nothing to do with the invoices HyoNova sends you for your plan, which are in Plans & billing.

Who can create and issue invoices#

Invoices are restricted finance records. By default only the Owner can create, issue and see them. Issuing an invoice and recording a payment must be done by a person: automations and AI cannot do it.

Create a draft invoice#

  1. Start from a customer or a deal. In Finance, create a new invoice and choose the customer, or start from a customer or a deal in Customers & CRM. Starting from a deal fills in its customer for you; nothing is saved until you save the draft.
  2. Fill in the invoice. Enter the invoice number you use, the currency and the due date.
  3. Add lines. Each line has a description, a quantity and a unit amount. An invoice has from 1 to 200 lines. HyoNova computes each line amount and the total from the lines, in whole minor units of the currency (for example cents), so there are no rounding differences.
  4. Save the draft. The invoice is saved as Draft and linked to the customer.

The invoice number, currency and lines are yours to choose; HyoNova does not add tax to customer invoices.

Issue the invoice#

Issuing moves the invoice from Draft to Issued and records when it was issued. From then on its amounts cannot be changed. An issued invoice is counted in Receivables and can take payments. HyoNova does not email the invoice to your customer: send it through your own channel.

Invoice statuses#

StatusMeaning
DraftBeing prepared. Not counted anywhere yet
IssuedFinal and owed by the customer
Partially paidSome payments are recorded; an amount is still outstanding
PaidPayments recorded equal the total
OverdueThe due date has passed and money is still owed
CancelledA draft that was dropped
VoidAn issued invoice withdrawn before it was paid

Record payments#

When your customer pays you, record the payment against the invoice — in full or in parts. See Payments and receivables.

Status#

FeatureStatusNotes
Customer invoices and paymentsPreviewA first, limited version you can use today. Important parts are still missing.Draft an invoice for a CRM customer or deal, issue it, and record full or partial payments against it.
Payments are recorded by hand. HyoNova does not collect money from your customers.
Finance overviewPreviewA first, limited version you can use today. Important parts are still missing.Invoices, payments, expenses and receivables ageing in one place.
Read-only lists. The 'This month' cards can stay empty when your device time zone differs from the company's.

Finance

Your company's invoices to its customers, the payments recorded against them, expenses, this month's figures and receivables by age — who can use them, and what HyoNova finance does not do.

Payments and receivables

Record full or partial customer payments against an issued invoice, and read receivables by age — what is owed, by whom and for how long.

Customers & CRM

Keep a shared list of business and individual customers, see each customer's deals and projects, and start a project from a deal. Contacts, leads and pipelines are planned.

Sales and deals

A read-only preview of your company's deals with customer, amount and status, and projects started from a deal. Pipelines, stages and quotes are planned.

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