Invoice page consists of two features,
These provide a general overview of the invoicing status for a business.
Invoice summary is of two types,
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.
2.1.4 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.
2.3.6 Partial Payment
2.4 Currency: Filters based on Currency.
2.5 Customer: Allows to filter based on Customer name.