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Recent Transactions

Overview

This section of Billing shows all recent transactions that have been made on the account including payments, deliveries, service, subscriptions and etc. The section appears as a table with line items being transactions with the following columns

  • Date - The Date of the transaction
  • Type - The Type of transaction
  • Credit - Any credit that was made on the transaction
  • Debit - Shows the amount owed on the account
  • Balance - What the current balance is on the account
  • Budget - Shows the budget that the Customer is on

The Section also gives a more in depth look into Invoices, Collections and Ledgers by clicking on each one

Invoices

Clicking on invoices will bring up the Invoices page. Here a more detailed look at each invoice will be shown. The page will appear as a table with each invoice as a line item and with the following columns

  • Date - The date of the invoice
  • Type - The type of service the invoice is for
  • Subtotal - The subtotal for the service done
  • Taxes - Taxes that were applied to the service
  • Deposit - Any deposits made for the service
  • Previous Balance - Any previous balances on the account
  • Amount Due - Shows the total amount due
  • Description - A description of actions taken on the invoice
  • Checked - Shows if the work was completed
  • Complete - Shows if the invoice was completed
  • Emailed/Mailed - Shows if the invoice was sent to customer whether through Email or Mail

Along with showing the invoices, double clicking on an invoice will bring up the full details of the invoice itself. A more detailed look at invoices can be seen on the ... page. A new invoice can also be created here simply by clicking on the New Inoice button. A new line item will appear and can be edited by double clicking the new invoice. The invoices can also be exported by clicking on View Invoice which makes for easier printing and sharing. A receipt of the invoice can also be printed by clicking on View Receipt and finally the invoice can be emailed to the customer by clicking on Email Documents. An invoice must be selected by selecting the invoice with a check next to it to be able to perform the previous actions.

Collections

Clicking on the collections button will bring up the collections page for each invoice that was created for a completed project. The in depth look shows specifics for the invoice selected.

Invoice Details

This part of the page will show specifics of the Invoice selected. when generated, it will shows the following

  • ID - The ID Associated with the invoice
  • Outstanding Balance - Shows the balance owed on the invoice
  • Amount Owed - Shows the current amount owned
  • Invoice Total - Shows the original total amount on the Invoice
  • Type - What service was provided on the invoice
  • Posted Date - The date that the Invoice was posted
  • Due Date - When the total amount is due

The page then gives the option to take actions on the account

  • Send Email - Clicking here emails the customer a copy of the invoice\

  • Send Text - Gives the option to send the customer a text of the invoice

  • Charge Card - Clicking here allows the for the customers card on file to be charged for the invoice

  • View Ledger - Clicking here will bring up the customer Ledger page. A more in depth look can be sees under the Balance section of the Overview page

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