Create and send sales invoices from Payfriend so they reach the customer and mirror into your accounting system (when the integration is active).
Before you start
Invoicing module enabled for the company
Accounting connected (recommended)
Customer exists under Customers (or you create one — CVR lookup helps)
Company logo and payment details set under settings/templates
Steps
1. Go to Invoices
Open Invoices in the sidebar.
2. Create a new invoice
Choose Create invoice. Select customer, lines (item, qty, price, VAT), due date, and optional note.
3. Preview
Check layout, totals, and payment info. Fix templates under settings if something is permanently wrong.
4. Send
Send by email (and SMS where enabled). The customer may get a payment link / payment page (bank transfer; card may be rolling out — don’t promise what isn’t enabled).
5. Track status
Invoice status updates (draft, sent, partially paid, paid, overdue, credited). Payments and credit notes attach here. Sync to accounting runs when the integration is healthy.
Check that it worked
Invoice appears under Invoices with expected status
Customer received the email (check spam)
Invoice appears in e-conomic / Dinero / Billy after sync
Common issues
Symptom | Cause | Fix |
Can’t create | Module off / missing permission | Check settings and role |
Wrong VAT | Line setup | Fix VAT on the line |
Missing in accounting | Integration down | Check Integrations; manual sync if available |
Next steps
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