Action concept invoice

When you have 'prepared' the Settlements, you will be redirected to the Settlements overview. Note, this does not mean that the Settlements have been created by then! It only has the status New. To turn the New status into a draft settlement, select this action.

In the Settlements overview, you can filter on the status New or you can filter on Create draft invoice in the applicable action.

Tick the settlements for which you want to create a concept invoice and click Create concept invoice.

Concept invoices financial

After the concept invoice has been created, it will appear in the financial tab under the heading concept invoices. From this overview, you can send the draft Settlements. If you want to send Settlements in bulk, this is also possible. You can choose to send everything by e-mail. The owner will then receive the settlements by e-mail. You can also choose to mark the settlements as sent. This means the settlements will be considered sent, but the owner will not receive any further notification.

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