How to Create Once-Off Invoices and Credit Notes in Varibill's New User Interface

Overview

This article explains how to create once-off invoices and credit notes using the new interface.

How to Create Once-Off Invoices and Credit Notes in Varibill's New User Interface

Step 1: Log into the Varibill Client Application

Access the Varibill Client Application using the following URL: https://ui.varibill.com

After logging in, you will be presented with the Varibill Dashboard.

Step 2: Navigate to Billing Documents

From the top navigation menu, navigate to:

Billing → Billing Document

Step 3: Open the Billing Document Actions Menu

From the Billing Document screen:

1. Locate the Actions menu.
2. Select the appropriate option:
   • Create Once-Off Invoice
   • Create Once-Off Credit Note

Step 4: Enter Billing Document Details

Complete the required fields to create the billing document.

Once all required information has been entered, click Save or Create to generate the billing document.

Step 5: Confirm the Created Billing Document

After saving, the new billing document will appear in the Billing Document grid.

You can use the Date Range and Status filters to locate the newly created document.

Still Need Help?

Confirm that you are logged into the Varibill User Interface.

If you still need assistance, please log a ticket with the Varibill Support Team.