Tracking and Managing Invoices

Tracking and managing invoices allows users to monitor and update the status of invoices across multiple areas of the platform. Whether it's tracking individual invoices for a specific customer, reviewing payment histories on job pages, or gaining a comprehensive overview of outstanding and past due invoices through the dashboard, this functionality ensures efficient invoice management. Users can also leverage reporting tools to sort, search, and analyze invoices for streamlined financial oversight. By centralizing invoice tracking and management, this feature helps maintain transparency, ensures timely payments, and keeps accounts organized for smooth business operations.

There are multiple ways to track and manage invoices, From The Job Page, From The Customer Account Page, From The Dashboard (to view due invoices at a glance) and Through Reporting (where you will get a wide overview of all invoices). See below for all methods.

Prerequisites: Authorised Users

Instructions

From The Job Page

1. The status of the invoice as well as a history of any payments made can be viewed on the corresponding job page itself in the Estimates and Invoices box on the right side
   
   
   
   

From The Customer Account Page

1. Locate the required individual Customer Account page.
   
   
   
   
   
   
2. Click Invoices from the tabs towards the bottom of the page.
   
   
   
   
   
   
3. You can now see the status of any invoices associated with that account.
   
   
   
   
4. You are able to click on any of the invoices to open them.

From The Dashboard

1. On the main Dashboard, click on Outstanding Receivables from the menu along the right side.
   
   
   
   
   
   
2. You will be directed to the Statement of Accounts page, where all due invoices will be displayed.
   
   
   
   
   
   
3. From here you may sort, search, download or send invoices.

Through Reporting

1. From the main Dashboard, click the Reporting tab to reveal the dropdown menu.
   
   
   
   
   
   
2. Click All Invoices to be directed to the All Invoices page.
   
   
   
   
   
   
3. From here you may sort and search invoices. You can also view the invoice by clicking on the date, or view the customer account by clicking on the name.