Receivables lets you create customer invoices, get them approved and issue them from Pemo. You can also correct an issued invoice with a credit note and export both to your accounting system.
Before you start
You need the Super Admin, Admin or Accountant role. To learn more about roles, see Control access with user roles and Understanding user roles in Pemo.
You use Receivables in the Pemo web app. Select More in the left sidebar, then select Receivables.
The Receivables page
Your invoices and credit notes are listed in five tabs: Drafts, Pending approval, Scheduled, Issued and All. Select Create invoice to start a new invoice.
How an invoice moves
Draft: you create the invoice and save it. You can still edit it.
Pending approval: you send the invoice for approval and it goes to its approvers. They can approve it, reject it or send it back to draft.
Scheduled: an approved invoice with a future issue date waits here. Pemo issues it on that date.
Issued: an approved invoice with today's issue date is issued straight away. It's then available in Accounting export.
An invoice that an approver rejects has the status Rejected.
What you can do in Receivables
Create an invoice from scratch, or upload one for Pemo to read. See How to create an invoice.
Add customers on the Customers page in Accounting export settings, one at a time or from a CSV file, or add a new customer while you create the invoice, with New customer. A customer can be a Business or an Individual, with tax registration, contact information and payment terms. See How to add customers and How to edit a customer.
Show your company's bank details on the invoice with Include payment details.
Approve, reject or send back invoices and credit notes. See How to review invoices and credit notes.
Correct an issued invoice with a credit note. See How to raise a credit note.
Export issued invoices and credit notes from the Receivables tab in Accounting export. See Overview of your Accounting Export page.
Pemo notifies you about approval requests, approvals, rejections, invoices sent back to draft, scheduled and issued invoices, and due dates.
Good to know
Pemo doesn't track customer payments yet.
An issued invoice can't be edited. To correct it, raise a credit note.
A credit note credits the full invoice.
A rejected invoice can't be undone.