MoveBoardOpen Invoices from the office menu. You need the permission to see the Invoices tab.
At the top
Three totals for the dates you're looking at: Total invoices, Paid invoices and Unpaid invoices (with a balance), each with how many.
Under them, Which invoices: Total, Paid or Unpaid.
Filter and search
- Invoice dates — Last 30 days to start with; also This month, Last month, or your own From / To.
- Filters — Payment type (Sales, Closing, Custom), Invoice status and Only the ones with a balance. With more than one branch, a Branch filter too.
- Search by invoice number, customer or order.
Admins, and anyone given See archived orders, can also choose Only archived orders' invoices — otherwise invoices on archived orders are left out.
The dashboard's overdue line opens this page on invoices past their due date with money still on them, from any date.
The list
Columns: No., Status, Order, Who, Flags, Payment Type, Issued, Due, Total, Amount Paid and Payment Source (and Branch with several branches). Storage bills live in Storage, not here.
- Payment Type — what the invoice is for: Sales, Closing or Custom (an invoice you wrote yourself, such as an account invoice for an order's balance).
- Amount Paid — what the invoice itself says was paid on it.
- Payment Source — where the money actually is: the payments recorded on the invoice's order, for example paid on the order $1,000.00, so you can see when the invoice and the order disagree. — for an invoice with no order.
The Columns gear (top right of the list) shows or hides any of them by the same names.
Press a row to highlight it, again to open the invoice.
Act on several invoices
Tick invoices and the Action for selected items bar appears:
- Change Status, Add Flag, Send invoice, Print (one print dialog for every ticked invoice, each on its own page), Delete (asks first), Export.
Export downloads a CSV — All invoices or the ones you picked — and needs the export permission.