An invoice is a request for payment, and raising one records two things at once: revenue you have earned, and money a customer now owes you. Omnyra keeps those apart from the cash, so the work shows up in the month you did it rather than the month you get paid.
Find it at Accounting → Invoices.
If the work belongs to a job, raise the invoice from the job instead — see creating and sending an invoice. That ties what you charged to what the work cost. This screen is for billing that does not hang off a job, and for everything that happens to an invoice after it is raised.
Drafts and sending
A new invoice starts as a draft. A draft has been issued to nobody, so it is not revenue, nobody owes it, it stays out of the aging report, and it cannot take a payment.
Send it is what makes it real. That is a separate button on purpose: nothing becomes a receivable by accident.
Lines and tax
Each line has a quantity, a price, and its own tax rate. The rate is per line because a single invoice usually mixes taxable parts with untaxed labor, which is normal for most trades.
Each line is rounded to the cent once, and the invoice totals from those rounded lines. That is why the lines always add up to the total your customer reads.
Tax is shown on its own row, never folded into the total you think of as income. Tax you charge is the jurisdiction's money passing through your hands. Omnyra records it as a liability, so it appears on Sales Tax as money you are holding rather than money you made.
What the numbers do
Sending a $1,000 invoice with $70 of tax:
- Revenue goes up by $1,000. Not $1,070 — the tax was never yours.
- Sales tax payable goes up by $70.
- Accounts receivable goes up by $1,070, because that is what the customer owes.
- Cash does not move at all.
When they pay, cash goes up and the receivable comes down. The revenue is not counted again.
Taking payment
Open the invoice and record a payment with the date and amount. It opens ready for the full outstanding balance. Pay less and the invoice goes to partial. You cannot record more than is outstanding.
If a payment was entered by mistake, remove it and the invoice reopens on its own.
Matching to your bank
A payment you record and the bank deposit for the same money are two records of one event. Until they are matched, cash-basis reporting counts it from both. The invoices screen names any payment not yet matched to a deposit.
If you have no bank connection, nothing needs matching and the payment you recorded is the record.
Credit notes
A credit note is money you owe a customer back: a return, an overcharge put right, work not done. Recording one reduces what they owe without any money moving, and it reduces revenue in the period you issue it.
Apply it to an open invoice from the same customer and it settles that much of the invoice. Only that customer's credit notes are offered.
Seeing what is owed
The Aging tab groups receivables by how overdue they are: current, 1-30 days, 31-60, 61-90, and over 90. An invoice with no due date counts as current rather than being left out. Drafts and voids are excluded entirely.
Editing and voiding
An invoice can be edited while nothing has been paid against it. Once a payment has arrived it is evidence of what was settled, so it is corrected with a credit note instead.
Voiding asks for a reason and keeps it. A voided invoice drops out of the books entirely, and an invoice with payments against it cannot be voided until those are removed.