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,

• Paid
• Unpaid
• Partially Paid
• Cancelled

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.

• Task: The process of assigning tasks to a recurring invoice which are integrated between product and customer.
• Reminder: It helps admin to keep track of customer’s payments, Interests, and Purchases to remind the customer by Employee about the due payments, new arrivals, etc.
• Notes: Notes related to particular Invoice.

(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.

To Add new invoice go to Sales -> Invoices and click on the button Add new invoice.

The Invoice Creation page consists of the following fields:

Customer: Select the relevant Customer from the Customer list.

Currency: In this field, the data is filled by default based on the customer’s currency.

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.

Sale Agent: This field allows to assign a relevant third party.

Address and Delivery Address: Customer’s addresses are given in these fields, in order to deliver/ship the  Invoices.

Payment methods: Select the payment methods you want your customer to pay with. All enabled payment methods will be presented to the client as options so that they can choose the payment method of their choice.

Title: Entity that defines the name of Invoice.

Prefix/Quantity: This prefix is set to a default value from Invoice Settings.

Invoice No: This number is automatically generated by default and can be assigned manually.

Reference: It refers to a particular invoice.

Additional Tax/Discount: Additional Percentage/value sum ups to Total Invoice amount.

Additional Tax/Discount Format: Tax/Discount will be added after/before the product was bought.

• Item/Product: The product name can be either manually typed or picked from the listed options.

• Quantity: The number of units being charged.
• Unit Price: The amount you charge per unit of the items/products.
• Tax Rate: It can be applied to the item/product by selecting the relevant tax from the drop-down list.
• Discount: It can be applied to any particular item either as a percentage or a fixed value.
• Description: Additional information about the item/product. This will help the customer to understand the product’s features in a better way.

The ‘+‘ icon symbol beside some fields allows you to directly add the particular’s through a Pop-up menu to their respective modules.to add directly from here to those respective modules.

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.