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Invoices

Introduction

The invoice page can be used to see all invoices for customers as well as specific totals based on pre set filters. To see the Invoices, on the side menu, click on Billing then click on Invoices. Clicking on the three bars on the top left corner of the page also expands the side menu to show more detail for easier access.

Invoices

After a delivery or service has been completed, an invoice will be generated and appear on this list for review before being posted. Having an invoice post will charge the customer for the service performed and will either be charged automatically after being posted if the customer has auto pay set up, or they will have to be manually charged on the collections portion of billing. Invoice should be thoroughly reviewed as once posted, it cannot be altered from both a technical and legal perspective. Once on the page, Invoices can be filtered by the following Date Range, Payment Type, Bill Type, Status and Brand. Once filters have been selected, the page will display Filtered totals which includes

  • Count - Number of Invoices
  • Subtotal - Total Amount for the invoice
  • Tax - Taxes on sales
  • Deposits - How much was deposited
  • Grand Total - Combined total amount due

The report is then generated as a table with each invoice as a line item with the following columns

  • Account Number - Displays the customers account number
  • Invoice Number - Displays the Invoice Number
  • Email - Shows if invoice needs to be emailed or optional
  • Mail - Shows if invoice needs to be mailed or optional
  • Last Name - Customers last name
  • Payment Type - Shows how the payment was made
  • Bill Date - Date of the bill
  • Posted Date - Shows the date the invoice was posted
  • Subtotal - Shows the total amount of the invoice
  • Taxes - Shows the taxes of the invoice
  • Deposit - Shows a deposit if the customer made one
  • Balance - Shows the current balance of the customer
  • Previous Balance - Shows what the previous balance of the customer was
  • Ammount Due - Shows the total Amount due including past balances
  • Bill Notes - Notes on the bill
  • Bill Types - What type of service the invoice is for
  • Status - Status of the invoice, whether checked or not

The report can also be exported to document format for easier printing and sharing by clicking on the Export CSV button on the top of the page next to the adjustable filters. Selecting an invoice will now allow for the following actions to be taken

  • Post selected - Allows for the invoice to be posted and for the customer to be charged
  • Email Selected - Allows for the invoice to be emailed out to the customer
  • View Invoice - Allows for the invoice to be exported for easier sharing and printing
  • View Receipt - Allows for the receipt of the invoice to be exported out for easier sharing or printing

Note that multiple invoice can be selected at once or all at once, this makes it easier for posting all invoices rather than having to do them one at a time. MAKE SURE ALL invoices are reviewed before posting, as once an invoice is posted, it cannot be undone

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