---
title: "Invoices | GTX Invoicing"
slug: "invoices"
description: "Learn about Invoices in Marlin GTX trusted automotive software by Megabus."
updated: 2025-08-15T03:37:53Z
published: 2025-08-15T03:37:53Z
canonical: "help.megabus.com.au/invoices"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices

****Marlin GTX**** enables payments and other transactions to be recorded using invoices.

Existing orders can be invoiced [directly from within the Work Order screen](/gtx/docs/invoices-1#invoicing-orders), ensuring transactions are traceable and include full stock and payment history.

The [Invoices module](/gtx/docs/invoices-1#invoices-module) can also be used to process standalone transactions or perform [reversals](/gtx/docs/invoices-1#reversing-invoices).

## Invoicing Orders

When you are ready to **process payment** for an order or any other transaction:

- Click **Invoice** at the top of the module window
- If you are asked to save the details, click **Yes**

The **Invoice** pop-up will open:

- **Double-check** the order details
  - Edit them if necessary

The invoice can then be [finalised](/gtx/docs/invoices-1#finalising-invoices) as usual.

## Invoices Module

Quick invoices can also be created and finalised from the **Invoices** module, which can be accessed from the menu bar by selecting:

- **Main > Data Entry > Invoices**

Products and other information can be added to invoices using the same methods as work orders.

          Warning

          

While quick invoices can be [parked](/gtx/docs/parking-invoices) they can be lost without being able to be recovered, remove stock without traceability and leave no audit trail. For secure, traceable and well-managed work use [saved work orders](https://help.megabus.com.au/gtx/docs/parking-invoices#benefits-of-work-orders) instead.

## Finalising Invoices

#### ... Work Order > Finalise / Main > Data Entry > Invoices

Orders can be invoiced from either the order Invoice pop-up or the Invoices module.

**To invoice the order:**

- Click the **Finalise** button at the top of the module window
  - **Cash Customer:** the **Payment Details** screen will open
  - **Account Customer:** the **Finalise Invoice Details** pop-up will open

### Cash Customer Payments

#### ... Work Order > Invoice > Finalise

When invoicing cash customers, the **Payment Details** pop-up will open.

**To record the payment:**

- Enter the **amount** against the relevant **transaction type**
  - The total amount can be split across multiple transaction types  

**Tip:** Click in the relevant Amount field and press **Enter** to quickly allocate the entire or remaining invoice amount against that transaction type
- Enter or select other information for the selected transaction type as required
- Click **Ok** (bottom-right)

### Account Customer Payments

#### ... Work Order > Invoice > Finalise

When invoicing account customers, the **Finalise Invoice Details** pop-up will open.

**To record the invoice against the customer's account:**

- Confirm the **Payment Terms**
  - If multiple are available, use the picker to select
- Click **Finalise** (bottom-right)

Alternatively, to process a [cash payment](/gtx/docs/invoices-1#cash-customer-payments) for the customer, click **Pay Now**.

### Delivering Receipts

#### ... Work Order > Invoice > Finalise > Ok / Finalise

Once an invoice payment has been recorded, the **Document Delivery** pop-up will open.

Select whether to **print** or **send a copy** of the invoice to the customer. Alternatively, click **Skip** to skip generating an invoice receipt.

          Tip

          

[Default delivery methods](/gtx/docs/document-delivery-methods) can be configured for each customer by document type.

## Reversing Invoices

#### Main > Data Entry > Invoices

Invoices can be reversed by creating a credit note using the **Invoices** module.

**To reverse an invoice:**

- Click **Credit Note** (on the left)
- Select the **Customer**
- Click the **Invoice Reference** picker (right)

The **Select Invoice** pop-up will open:

- Select the invoice in the section at the top
  - To exclude certain items, untick the relevant checkboxes in the section below
- Click **Select** (bottom-right)

The invoice lines will be added to the credit note, which can then be **Finalised** as usual.