By completing these steps, you'll set up your Invoicing Module in Tribe so it matches how your organisation actually invoices. No complicated theory, just a structured path that helps you move from understanding the basics to sending professional invoices, automating numbering, managing reminders, and connecting your accounting software. Let's get started!
Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
Table of Contents
Understand How Invoicing Works in Tribe
Configure Invoice Data and Products
Create Your Invoice Templates and Email Templates
Configure Reminder and Payment Follow-Up
Connect Your Accounting Software
Start Working Daily
Step By Step Instructions
Before configuring anything, you first explore how invoicing is structured inside Tribe. You'll learn how invoices are created, how credit notes work, and how the invoicing flow connects to sales opportunities, projects, and subscriptions. This gives you a clear foundation before shaping the system to your own process.
With the basics in place, you prepare the building blocks your invoices will rely on. You'll configure your product catalogue for invoicing, add any additional invoice detail fields your organisation needs — such as PO numbers or cost centres — and set up automated invoice numbering. Getting this right upfront ensures every invoice is consistent, complete, and ready to use from day one.
Now it's time to connect your setup to real customer communication. You'll create the invoice template that defines the layout and content of every invoice you send, and configure the email templates used to deliver them. A well-designed template ensures every invoice looks professional and contains exactly the right information.
With your templates in place, you configure automated reminders to keep outstanding invoices on track. You'll define your reminder schedule and the email templates for each stage, then set up the dashboards and widgets your team needs to monitor payment status at a glance. A well-configured follow-up process reduces manual chasing and helps ensure invoices are paid on time.
Once your invoicing process is running, you connect Tribe to your accounting software via the Marketplace. This step ensures invoices and financial data flow automatically between systems, eliminating double entry and keeping your administration accurate and up to date.
With everything configured, it's time to bring your team on board. In this final step, you define user roles and access rights for invoicing, introduce end users to the workflow, and put an adoption plan in place to ensure consistent usage from day one.
Quick Summary
By following these steps, you've built a complete Invoicing Module setup in Tribe. From understanding how invoices and credit notes work to configuring your data, templates, reminders, and accounting integration. Each step keeps your system clear, structured, and aligned with how your organisation actually invoices.
Ready to dive in? Let's take it step by step! Step 1: Understand How Invoicing Works in Tribe