Invoices – Overview
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NOTE: Invoice Manager is not automatically turned on; please contact our sales team to request this feature.
The Invoice Manager module allows the creation of detailed invoices and can also be integrated with 3rd party accounting tools.
To access the Create/View Invoices Page:
- Click 'INVOICE Manager' on the left nav bar.
- Click 'Create/View Invoices'.
Search Function
The search function can be used to find a project in the top section more easily:
- Select the search field using the drop-down box next to 'Search in', this is set to 'No' by default.
- Enter the search criteria in the text box to the left of 'SEARCH'.
- Click 'SEARCH'.
- Click 'Return to "All Invoices" View' to clear all search criteria and return all completed but uninvoiced projects.
View Options
The top section of the Create/View Invoices Page displays all projects marked as complete but not as invoiced, listed by descending project number. To remove a project from this view, simply tick the relevant check box and click 'Remove'.
By default, only projects relevant to the logged-in user will be shown. Users with appropriate permissions can use the 'SHOW INFO For User' drop-down box on the left nav bar to view projects for other or all users.
Click 'Project No', 'Project Title', 'Client', 'Quoted' or 'Invoiced' to sort the projects by that heading. Clicking the heading twice will sort in reverse order.
The bottom section of the Create/View Invoices Page displays all invoices not marked as paid, listed by descending invoice number.
By default, only invoices relevant to the logged-in user will be shown. Users with appropriate permissions can use the 'SHOW INFO For User' drop-down box on the left nav bar to view invoices for other or all users.
Click 'Invoice No', 'Invoice Title', 'Project No', 'Client', 'Invoiced On', 'Due', 'Invoiced' or 'Emailed' to sort the invoices by that heading. Clicking the heading twice will sort in reverse order.
