Invoices

An invoice is a document issued to the customer to request payment for the services/goods delivered. It is evidence of the purchase and payment yet to be collected from the customer.

To issue an invoice or see an overview of all the issued invoices, find 'Invoices' in the sidebar.

Invoice Summary 

You can see a full overview of the invoices with columns such as Customer Name, Invoice Number, Issue Date, Due Date, Total Amount, Due Amount, etc. 

You can even edit or add columns to the database by clicking on the '+' icon at the extreme right.

'Select View' to view the database in a different layout. You can also create a new view by adding one with a name and description. 

Click 'Enable For Organization Users' to allow the users to use the newly created view and select 'Default View' to make the new view default. 

The checkboxes on the left side of each invoice allow you to choose from multiple arrays of options provided on the right side. 

To take any new action on the invoice, click the checkbox of the respective invoice and select from the options given such as Assign Relation Manager, Set Workflow, Release hold, etc. 

To check the details of an individual invoice, or add payments or notes to it, click on the Customer Name of the respective invoice.

Invoice Overview 

An outline of the invoice details is provided on the left side to easily refer to while adding a payment to the invoice.

Payments 

To add a payment, click 'Add Payment' from the 'Payments' pane. 

To add a payment, click 'Add Payment' from the 'Payments' pane. Enter the required details: Payment Date, CCY, and Payment Amount. 

Add the other details such as Payment Method, Payment Reference, Payment Status, Expected Payment Date, and Comments or Remarks if needed. You can even allocate the payments to selected invoices. 

Click 'Save' to add the payment.