How to view invoice management.

Step 1 : Log in with username and password

Step 2 : Click ob billing then click on Invoice

Step 3 : You will able to view Invoice Management

Here's a breakdown of what you see and the steps to navigate the page:

Navigating Invoice Types
- At the top, there are two tabs: "Sent" and "Received". These let you switch between invoices you have sent to clients and invoices you have received.

Invoice Summary
- Below the tabs, you see a summary of the invoices:
- Generated: Shows the total number of invoices generated (e.g., 2039).
- Paid: The count of paid invoices (e.g., 553).
- Sent:The count of invoices that have been sent (e.g., 790).
- Draft: The number of invoices currently saved as drafts (e.g., 299).
- Disputed: The number of invoices marked as disputed (e.g., 7).

Invoice List.
- Below the summary, you see a table listing individual invoices with the following details:
- Invoice Number (#): Unique identifier for each invoice (e.g., INV-227).
- Invoice Status: The current state of the invoice (e.g., Draft, Disputed).
- Client: The name of the client associated with the invoice.
- Created: Date the invoice was created.
- Due: Date by which payment is due.
- Amount: The total amount of the invoice, shown with currency.

Actions
- Search/Advance Search: Options to search for specific invoices using keywords or advanced filters.
- Create Invoice: A button to generate a new invoice, located in the top-right corner.

How to Perform Actions:

View Invoice Details: Click on the invoice number or use the three-dot menu on the right side of each row for additional actions.
Filter/Search Invoices: Use the search bar or the "Advance Search" button to refine your results.
Create New Invoice: Click the "Create Invoice" button to start a new invoice entry.

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Updated on: 23/10/2024