Invoicing

INVOICING shows a list of CUSTOMER INVOICES. The top right blue tabs, allow you to “CREATE an INVOICE FROM a WORK ORDER, “and also INVOICE customers.

The search bar below filters customer names to show their complete invoice history. The list is numerical and by Customer Name, Invoice Date, Amount and Sent-On Date.

Under Actions, the Blue Printer Icon will show the individual invoice that you can PRINT, EMAIL and PDF copy.

The red Trash Icon deletes the invoice.

The blue OPTIONS tab at the bottom of the page allows you to change the invoicing text.

The blue REPORT tab will show MONTHLY accounting history, PAST INVOICE DATABASE, AND LIST OF INVOICES, which are covered in “Reports.”

Back to the top.

The “CREATE INVOICE FROM WORK ORDERS” tab, opens a list of Completed work orders ready for billing.

At the top of the page, you can filter by Date Range or Diver, or using the lower tabs, filter by the customers billing mode, Credit Card or US mail and E-mail.

The Select All tab will select all completed work orders in the list. If there are multiple work orders for the same customer, they will combine into one INVOICE.

The CREATE INVOICE tab will automatically generate invoices, (You will see an “INVOICING IN PROGRESS” bar).

Any invoices BILLED using a customer’s credit card will open a MANUAL credit card processing page. Skip this page for auto credit card billing.

Once the invoices have been processed, click OK, which sends you back to the Invoices list.

 The second blue tab INVOICE, opens a drop-down menu: “SEND INVOICES” AND “UNPAID INVOICES.”

 “SEND INVOICE,” opens a new page showing a “LIST OF INVOICES NOT SENT.”

A SERIES OF FILTERS at the top of the page, filter between different billing modes.

Below the list are six tabs:

“SELECT ALL,” selects all items in the list.

“VIEW INVOICE,” OPENS any selected invoice.

“SEND INVOICE,” SENDS selected invoices. NOTE: ALL CREDIT CARD INVOICES will automatically be billed daily at a programmed-specific time.

“DELETE INVOICE,” deletes the invoice completely, and reverts the invoice to its prior completed WORK ORDER status.

“VOID INVOICE,” A voided invoice and balance stays current in the system. The invoice is simply voided from the list and not sent.

UNPAID INVOICES: Shows all unsent invoices. You can use this area to MANUALLY actuate a credit card payment. Or the program will Auto-Actuate daily.