Before diving into the details, it is important to understand how invoicing is structured in Tribe. In this first step, you learn the basic invoicing flow, where invoices come from, and how payment is tracked. This gives you a clear foundation before you start creating and managing invoices in practice.
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
How invoicing works in Tribe
Creating invoices
Creating credit notes
1. How invoicing works in Tribe
You start with a complete overview of the invoicing process in Tribe. You learn what the invoicing module is used for, what typical invoicing flows look like, where invoices are usually created, and how they connect to sales opportunities, projects, or products. You also see how to send invoices and track payment status.
Getting familiar with this flow gives you the context to work with invoices confidently and consistently from the start.
Watch: How invoicing works in Tribe
2. Creating invoices
Next, you explore the different places where invoices can be created in Tribe. You see practical examples: invoicing after a project is completed, creating an invoice directly from a sales opportunity, and handling recurring services. You also learn when to use a credit note and the difference between a full and a partial credit note.
Knowing where and how to create invoices helps you choose the right approach for each situation and keeps your invoicing process consistent.
Read: Creating invoices
3. Creating credit notes
You learn how to correct or reverse an invoice when needed. This covers creating a credit note and sending it to the customer.
Using credit notes correctly keeps your invoicing records accurate and lets you handle corrections without disrupting your financial overview.
Watch: Creating credit notes
Quick Summary
By completing Step 1, you understand how invoicing is structured in Tribe and how invoices, credit notes, and payment tracking fit together. You are ready to move on and start working with invoices in practice.
Continue to the next step: Step 2: Configure Invoice Data and Products