View Invoices

Once you have created your invoice it can then be printed by clicking on the print button. The printed invoice will show the invoice number, date of invoice, date the invoice is due to be paid etc. If the invoice has been paid then the word PAID is printed across the invoice. This action can be switched off in the Preferences/Accounts section.

The multi functionality facility is available on this screen (see multi functionality button)

The list of invoices shows colour coded invoices in various states. These can be Paid, Sent or Overdue (split into 4 periods).

Legend

Sent means that the invoice has been created and assumed to have been sent or given to the client.

Paid means that payment has been received for the invoice and entered into the system. The payment must be a full payment as any partial payments are assumed to make the invoice not paid and liable to be overdue.

Overdue is calculated from the Date Due and NOT the date the invoice was created or sent.

Partially Paid means that the invoice has been paid in part and there is still a balance due.

You will see that from this screen you can Receive Customer Payments and also Print.

You can Add an Invoice from here by clicking on the Add button. Likewise you are able to Edit a highlighted invoice or Delete an invoice

Select

We provide many different ways of viewing the invoices:-

All - all the invoices on the system can be viewed

Paid - shows all the invoices that have been paid

Overpaid - shows all the invoices that have been overpaid

Partially Paid - shows all the invoices that have been partially paid with a balance still due

Not Paid - shows all the invoices that have not been paid

Not Due - means that although the invoice has been created the invoice is not due for payment, e.g. if you have set your Payment Due Date for 30 days then the invoices showing here will be less than the 30 day period.

1-30, 31-60, 61-90, 91+ Clicking in these radio buttons will show you the invoices that are overdue for the relevant periods.

Client and Stable -  here you are able to select invoices to view by client or stable by using the dropdown boxes