Skip to main content

Invoices

Invoices

The invoice page can be used to see all invoices for customers and allows to see all total pending incoming funds as well as specific totals based on presetpre 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 barmenu to show more detail for easier access. Once on the page, Invoices can be filtered by the following Date Range, PaymmentPayment Type, Bill Type, Status and Brand. TheOnce filters have been selected, the page will then display all pending funds by Total, Last 2 days, 3-7 Days, 8-30 days and 30+ days. The page will then displayFiltered totals bywhich includes

    Count - Number of Invoices Subtotal - Total Amount for the presetinvoice filtersTax seen- atTaxes theon topsales of the page. This will show how many invoices in total, Subtotals, Tax, Deposits and- How much was deposited Grand Totals.Total - Combined total amount due

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

      Account Number,Number - Displays the customers account number Invoice Number - Displays the Invoice Number,Number Email,Email Mail,- Shows if invoice needs to be emailed or optional Mail - Shows if invoice needs to be mailed or optional Last Name,Name - Customers last name Payment Type,Type - Shows how the payment was made Bill Date,Date - Date of the bill Posted Date,Date Subtotal,- Taxes,Shows Deposit,the Balance,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,Balance - Shows what the previous balance of the customer was Ammount Due,Due - Shows the total Amount due including past balances Bill Notes,Notes - Notes on the bill Bill Types and- Status.What Reporttype 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.