To Delete an invoice, click on Delete button where deleted items will be moved to Trash.
In order to get back the deleted invoices, click on the Restore button on the Trash page and they will be restored to the invoice list.
The invoices can also be deleted permanently, by clicking on Delete Permanently button.
These are actions that can be performed on the particular Invoice to make changes/view as per the requirements.
(i) Edit
(ii) Make Payment
(iii) Email
(iv) SMS
(v) Mark As
(vi) More
(vii) Preview
(viii) Clone
(ix) Upload
(x) PDF
(xi) Print
(i) Edit button allows to edit the content of the Invoice.
(ii)Make Payment button allows to make the payments for the Invoice.
(iii) & (iv) Sending of EMAIL/SMS related to Invoice can be done by clicking on the Email/SMS buttons, which sends the status of Invoice through Email/SMS.
A preview of an Email to be sent is displayed as a pop-up which can be edited as per the admin before the action is confirmed.
To customize the email template, go to Global Settings –> Email Templates, select a respective template to be edited and modify the information as per the requirement.
(v) Mark As:
Status of a payment such as,
can be managed manually in this field as per the admin.
(vi) More: We can create New Task, Reminder and Notes about the respective invoice to follow them until the payment has done from Customer.
(vii) Preview: Basic view of Invoice before confirming the action.
(viii) Clone: To create a duplicate for the invoice.
(ix) Uploads: Files of specified formats can be attached to the invoice if required.
(x) & (xi) PDF/Print: Admin can View/Download/Print the Invoice.
In the invoices list page, the following tabular data with the below-listed columns is displayed:
Invoice #: The number of the invoice is generated from Invoice settings automatically.
Client/Customer Name: The name of the client is reflected from Contact Management.
Payment Status: The current status of the invoice (Paid, Unpaid, Partial, Overdue)
Title: The name of the Invoice.
Invoice Status: Invoice status field allows the admin whether to Published/Draft the invoice to the customer. If the invoice status is published then it will be displayed in Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel.
Invoice date: Date of the Invoice created.
Due Date: The date when the invoice expires and becomes overdue.
Amount: The total amount of the invoice.
After saving the invoices, all the invoices along with those created in the project management are also displayed in this list.
Click on View to redirect the Invoice to View page.
Invoice View:Invoice number is automatically generated by default and can be assigned manually as follows :
Global Settings–>Master Settings–>Invoice Settings.
The Invoice Number, Payment status, Customer address, Invoice details, Payment method, Authorised signature and Transactions ( Pending, Success, Cancelled ) can be viewed in this page
The Client and Admin Notes, Terms & Conditions are displayed by default while creating the Invoice which are reflected from Invoice Settings.
Invoice page consists of two features,
1. Summary
2. Filter
These provide a general overview of the invoicing status for a business.
1.Invoice summary:
Invoice summary is of two types,
1.1 Progress
1.2 Circle
The above types provides the information below:
Total Invoices Amount: Total amount of Invoices.
Paid: Paid amount of Invoices.
Unpaid: Unpaid amount of Invoices.
Overdue: Overdue amount of Invoices.
By clicking on Paid Invoices, all the paid invoices are filtered. Similarly for remaining Unpaid, Overdue invoices respectively.
1.1 Progress type summary:
This summary gives the data in figures ( currency ) and Invoices count.
These can again be filtered based on currency ( like USD, INR, Dinar, etc). This allows fetching of all the invoices either paid or unpaid with that particular currency.
1.2 Circle type summary:
This summary gives the data in percentage ( Invoices ) and amount of all the Invoices.
2. Invoice Filter:
Invoice filter allows us to filter the invoices by entering the required type in the fields.
These fields are,
2.1 Date: These are the options available in the date filter.
2.1.2 Today,
2.1.3 Yesterday
2.1.4 Last 7 days
2.1.5 Last 30 days
2.1.6 This Month
2.1.7 Last Month
2.1.8 This Year
2.1.9 Last Year
2.1.10 All time
2.1.11 Custom Range – Specific dates can be given.
2.2 Type: These are of 3 types.
2.2.1 Created date
2.2.2 Invoice date
2.2.3 Invoice due date
2.3 Payment Status: This shows the invoices of the below status types.
2.3.1 All
2.3.2 Paid
2.3.3 Unpaid
2.3.4 Overdue
2.3.5 Cancelled
2.3.6 Partial Payment
2.4 Currency: Filters based on Currency.
2.4.1 USD
2.4.2 INR
2.5 Customer: Allows to filter based on Customer name.
