This is your starting point for working with the Invoicing Module in Tribe. It brings together all end-user training videos and hands-on assignments for managing invoices day-to-day. Work through the steps in order and practise in your own Tribe environment as you go.
Each step includes a short video and a hands-on assignment. The videos are practical and focused on the actions you will perform most often. How invoicing is set up in your organisation may vary — your administrator can tell you which steps apply to your role and where to start.
Step 1: Creating and Sending an Invoice
Invoicing in Tribe starts with creating the right invoice in the right place. Depending on how your organisation works, you may create invoices from a sales opportunity, a project, or directly from a relationship. In this step, you learn how to create an invoice, fill in the required details, and add products. You also learn the difference between sending an invoice immediately and preparing one for a future date — and how to keep track of invoices that are ready to go but not yet sent.
Assignment
Navigate to the correct starting point for creating an invoice in your organisation — ask your administrator if you are unsure whether to start from an opportunity, a project, or a relationship.
Create a new invoice and fill in all required fields, including invoice date, due date, and any additional fields your organisation uses such as a PO number or cost centre.
Add at least one product to the invoice and verify that the description and price are correct.
Select the correct invoice template and email template.
Send a test invoice to your own email address and check that it arrives correctly, looks as expected, and contains all the right information.
Create a second invoice and set the invoice date to a date in the future. Save it as a draft instead of sending it immediately.
Open the invoice overview and find the list of all draft invoices with a future invoice date. Verify that your newly created invoice appears there. This list is your starting point for processing invoices prepared in advance.
Step 2: Creating a Credit Note
Sometimes an invoice needs to be corrected or reversed. A credit note is the correct way to handle this in Tribe — it keeps your financial records accurate without deleting or overwriting existing invoices. In this step, you learn when to use a credit note and how to create and send one to your customer correctly.
Watch: Creating a Credit Note
Assignment
Find an existing invoice in Tribe that you can use for practice — use a test invoice or ask your administrator to point you to a suitable one.
Create a credit note for that invoice and review the generated document to verify it references the correct invoice number and amount.
Send the credit note to your own email address and verify that it arrives with the correct email template and document.
Check that both the original invoice and the credit note are visible in the invoice history of the relevant relationship.
Step 3: Tracking Invoices and Using Dashboards
Sending invoices is only part of the job. Knowing which invoices are outstanding, which are overdue, and which have been paid is just as important. In this step, you learn how to use Tribe's invoicing dashboards and widgets to keep a clear overview of your billing activity and prioritise any follow-up that needs your attention.
Assignment
Open the Invoicing dashboard and review the default widgets. Identify which invoices are currently outstanding and which are overdue.
Find an invoice that is overdue and check when the last reminder was sent. Determine whether a personal follow-up is needed.
Explore the available views and widgets. If a widget or view that would be useful for your daily work is missing, note it down and discuss it with your administrator.
Set aside a fixed moment in your weekly routine to review the invoicing dashboard — consistency is what makes this tool valuable.
Quick Summary
This training covers the three core tasks of day-to-day invoicing in Tribe: creating and sending invoices, handling credit notes, and using dashboards to stay in control of your billing activity. Understanding how your organisation has set up the invoicing process is just as important as knowing how to use the tools — reach out to the internal owner of your invoicing process for guidance on which steps apply to your role.
Use this article as your go-to reference whenever you need a quick refresher or when onboarding a new colleague. For an overview of all available end-user trainings, see End-User Trainings: Overview.