Invoices

Invoices are accessed via either Projects > Project > Invoices or Invoicing > Invoices.

Invoice List

1. Use the Column Filters to sort the data in the invoice specific to your requirement.

2. Use the sort, filter and/or search feature to find the invoice you wish to view.

3. Click on the Invoice Identifier of the invoice you wish to view.

4. Any changes can be made to the invoice as required. See Project > Invoices for further details.

5. When all updates have been completed, click Save.

New Invoice

1. Click New Invoice.

2. Select the Client you want this invoice to be associated with.

3. Complete the invoice details. See Project > Invoices for further details.

Delete Invoices

1. In the Invoice List, tick the check box against all invoices you wish to delete.

2. Click Delete Invoices.

Update Invoice Status

This options allows you to bulk update the status of a number of invoices.

1. In the Invoice List, tick the check box against all invoices you wish to update.

2. Click Update Invoice Status.

3. Select the Status you wish to update these invoices to.

4. If updating the invoice status to Paid, select the Received Date.

5. Click Yes to confirm the update.

Batch Invoice Printing and Exporting

This option allows users to batch print or export invoices using the standard invoice template.

1. In the Invoice List, tick the check box against all invoices you wish to batch print or export.

2. Click Printable Invoice.

3. Report viewer will open and display all the items selected each on a different page.

4. To print, select the icon.

5. To export, select the icon.

Created and modified details

This information can be found at the bottom of an invoice

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