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:

1. 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.

2. 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).

3. 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.

4. 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:

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

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Updated on: 23/10/2024