Invoices - Detailed

Invoices

Lets you create and manage invoices from inside of your CRM.

Invoice View

With the help of some advanced options shown in the screenshot below, you can set your preferences to be able to view and manage specific invoices. In the next screenshot, we will cover all of these advanced options one by one.

Status

Let's you view the invoices based on their status.

• All- When selected, this option will show all of the invoices you have created in your CRM location.
• Draft- Selecting this option will open up all of the invoices that are in a Draft mode.
• Sent- Use this when you want to view only sent invoices.
• Overdue- Quickly see how many of the sent invoices are overdue for payment.
• Paid- Use this when you want for your system to show the invoices that are "Paid".

Calendar Period

Select "from" and "to" date to be able to view the invoices during a specific calendar period.

Manual Search

You can search for a specific Invoice by entering an invoice number, Invoice name or Name of the customer.

Payment Due/Overdue

Payment(S) In Due

This will show the number of Invoices/Payments that are sent to the client where the payment is expected to be received. It also shows the total amount expected from all of the sent invoices.

Unpaid /Overdue

Here you will see the number of Unpaid/Overdue Invoices and the total amount expected from all of the Unpaid/Overdue Invoices.

Sending Feedback

With this option, you can share your feedback with respect to your experience using Invoicing feature of your CRM.

Invoice Preferences

Lets you add terms and Notes to be used in your invoices.

Invoice Table

Shows useful information related to each invoice.

Invoice Name

Shows the name you have given to each Invoice.

Invoice Number

Shows the system generated number for each invoice

Customer Details

Shows customer name and the contact information you have saved in your CRM.

Issue Date

Shows the date when the particular invoice was created.

Due Date

Shows the Due date of a particular Invoice.

Invoice Amount

See the amount for each of the Invoice in the list.

Invoice Status

Shows if the status of each invoice in the list.

Invoice Actions Menu

Lets you perform actions for an Individual invoice item from the list.

Copying Invoice Link

Lets you copy the link for the selected Invoice in the list. Link will be copied to the clipboard which can be pasted wherever required. Sharing payment link to the client helps them make the payment more conveniently.

Downloading Invoice

Lets you download the selected Invoice in your local computer storage.

Deleting Invoice

Use this to delete one of the invoice you no longer need.

Creating New Invoice

Use this option to create a new invoice. In the next screenshot, we will go through each and every element of Invoice creation process. (Click here to learn more about creating new invoice).