Invoice memberships and other items

Menu names and screenshots are shown in Norwegian, as they appear in Rubic Admin with Norwegian selected.

Invoicing in Rubic Admin is a three-step wizard: you build the orders, choose how they are invoiced, and run the job. You start from the people list, so you can invoice one person or many at once.

Step 1: Build orders

1. Go to Personer and tick the people to invoice. Filter first if useful, for example by members or a selection.
2. Click Fakturering in the toolbar and choose Opprett ordre & fakturering (Create orders & invoicing).
3. Name the run, for example "Membership fee 2026". The name appears in the job log.
4. Add what should be invoiced:
   • Medlemskap (Membership) – click Legg til medlemskap. One membership fee line is created for each person not already invoiced for the current membership period.
   • Vare (Item) – choose item group and item, quantity, price and any specification, and click Legg til vare i kurv (Add item to basket).
   • Medlemsformular – invoice based on a member form.
5. Check the order lines and click Neste (Next).

Step 2: Invoicing

If you only want to create the order lines and invoice later, leave the option off. To send invoices right away:

1. Turn on Send fakturaer etterpå (Send invoices afterwards).
2. Write an invoice description. It appears as text on the invoice.
3. Choose a follow-up plan for reminders and dunning.
4. Choose how the invoice is sent: email, SMS, eFaktura and/or push notification.
5. Check the number of members and lines, and click Kjør (Run).

The job may skip some people, for example those already invoiced or missing a role. The actual number is shown when the job has finished.

Step 3: Running

The job runs in the background. You can follow it under Økonomi → Jobbkjøring.

Other options under Fakturering

• Fakturer åpne ordre – invoice orders that have already been created.
• Annuller åpne ordre – cancel orders that have not been invoiced.
• Krediter ubetalte fakturaer – create credit notes for unpaid invoices.

You can also start from Økonomi → Fakturajournal → Ny faktura. You then choose one recipient (person, company or customer) and get the same wizard.