Invoices

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. 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.