TABLE OF CONTENTS
Click on Invoices in the main menu. Sometimes a number (or counter) is shown next to the word Invoices. This counter is the amount of Open and Expired invoices.
Here you will find all invoices that are created. You can search on a specific filter or export the list of invoices to excel. By ticking the checkboxes of the invoices you can choose whether to send the invoice, send payment request or delete the invoice.
A concept invoice will be created automatically when saving an order that has a price attached. An invoice can have different statuses:
- Concept: Not send yet
- Open: The invoice is sent but not paid yet
- Paid: The invoice is sent and also paid
- Expired: The invoice is sent and the customer didn't pay in time (you can choose the Payment period in days within the Invoice settings)
- Deleted: The concept invoice is deleted (it never is been sent)
When you are in the tab invoices, you can create a task by clicking on + Invoice. You can fill in the invoice with information: Connect it to an organisation or contact, fill in a number, description, amount and VAT (the VAT options you can set within the invoice settings). You can add another invoice line. At last you can add a note to this invoice.
If you want to know more about the invoice settings, please click here.
- You can filter on: concept, open, paid, expired, deleted.
- You can export the invoices in a .xlsx file (excel). Click on Export.
In the list of invoices you can click on the invoices to open one. You will find the possibility to add notes, tasks, edit the invoice, add manual payment, download the invoice (UBL or PDF), delete invoice or some actions around sending mails.
There can be more or less options available, which is depending on the status of the invoice.
Under the tab Payments, you can check if there were any payments connected to this invoice.
And the last tab gives you an overview of activities that happened connected to this invoice.
In the invoice itself you always have the possibility to edit this invoice. Click on the edit button to change something.
Click here for other Articles around the Settings page in Eduframe
Click here if you have any questions for support.