Sending invoices

Sending invoices

Sending a new invoice

Create a new invoice in your accounting software as you would usually and then send via email. If your client is e-invoicing enabled it will be sent as an e-invoice. The example below is taken from Xero.



Viewing current invoices

You can view the status of current invoices from the 'Overview' page in the Promis hamburger menu on the top right.


Viewing invoice history

In Promis, go to the hamburger menu on the top right-hand side, select 'SEND INVOICES' and then 'SALES INVOICES HISTORY'.



Your Invoices will have one of five status options assigned to them:
  1. NEW - The invoice has been newly created.
  2. DELIVERED - The invoice has been sent but not yet paid.
  3. PAID- You have been paid and the invoice in your accounting software will automatically be marked as paid, this may take a short while to take effect.
  4. DISPUTED - The client is disputing this particular invoice.
  5. NOT DELIVERED - The client is not on Promis. They will have received the invoice through email from your accounting software, but not as an e-invoice from Promis.


Next to the status there is a PDF link that you can click to view the details of that particular invoice.



If an invoice is NOT DELIVERED the invoice PDF will be deleted from the history in Promis.
    • Related Articles

    • Can I receive e-invoices as well as send them?

      Absolutely, once you are set up in Promis you can both send and receive invoices. Make sure you invite your clients & suppliers to register with Promis so that you can benefit from the time and cost savings associated with e-invoicing. The more ...
    • Can I add other email addresses to receive e-invoices to?

      Yes you can add multiple email addresses to receive e-invoices to, however they need to be added to Promis and then verified for security reasons. Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. On the sixth tab ...
    • What is e-invoicing?

      E-invoicing is an automated direct exchange of invoices between a supplier’s and a client’s accounting software systems, removing the need for manual invoice creation, and paper and PDF invoices. It is NOT emailing PDFs or a link to a web-based ...
    • Receiving bills

      Viewing open bills You can view bills from a number of places within Promis depending on the stage they are through the approval process. Promis home page All bills requiring action for your selected company will display on your Dashboard. You can ...
    • How do I invite my clients to join Promis?

      The benefits of using Promis as a supplier grow exponentially the more clients are using the same platform. To invite more CLIENTS go to the hamburger menu on the top right and select the menu item 'SEND INVOICES' and click on 'INVITE CLIENTS'. You ...