Customer invoices

For organizations that bill external customers (NGOs, consultancies, professional services), Momentumpro includes lightweight customer invoicing.

Customers vs vendors

• Vendors — companies you buy from.
• Customers — organizations or individuals you bill.

They're separate databases.

Adding a customer

1. Sales → Customers → New customer.
2. Fill in:
   • First / last name (or company name).
   • Email, phone, address.
   • Tax ID.
   • Default currency.
   • Payment terms (Net 30, etc.).
3. Save.

Creating an invoice

1. Sales → Invoices → New invoice.
2. Pick the customer.
3. Add lines:
   • Description, quantity, unit price.
   • Tax rate per line.
4. Set dates: issue, due.
5. Save.

Click Send to customer to email the invoice as a branded PDF.

Tracking payments

When the customer pays:

1. Open the invoice.
2. Click Record payment.
3. Set:
   • Amount (full or partial).
   • Payment date.
   • Method (bank transfer, credit card, etc.).
4. Save.

The invoice's status updates: Open → Partial → Paid.

Overdue alerts

Invoices past their due date appear red. Optionally, the system can:

• Auto-send a friendly reminder at +7 days.
• Auto-send a firmer reminder at +30 days.
• Notify your finance team at +60 days for collection action.

Configured under Admin → Invoice Settings → Reminders.

Recurring invoices

For monthly retainers or subscriptions:

1. Sales → Recurring Templates → New template.
2. Fill in the standard line items.
3. Set the cadence (monthly, quarterly).
4. Pick the customer(s).

The system auto-generates and sends invoices on schedule.

Multi-currency

For invoicing in foreign currencies:

• Pick the currency on each invoice.
• The PDF shows the invoice in that currency.
• Reports roll up to your base currency at the daily FX rate.

Next step

Expense reports →