All Invoices

The All Invoices page provides a comprehensive view of all invoices generated within the system. It allows authorized users to review, search, and manage invoice records easily. The page includes essential details such as invoice creation dates, customer accounts, payment statuses, and outstanding balances. With filtering and export options, users can efficiently analyze and share invoice data as needed.

Prerequisites: Authorised Users.

Instructions

1. From the main Dashboard, click the Reporting tab.
   
   
   
   
   
   
2. Click All Invoices from the dropdown menu to enter the All Invoices page.
   
   
   
   
   
   
3. Here you can review the invoice records in the table. Key columns include:
   
   Date: The date the invoice was created, clickable to enter the invoice.
   
   Account: The customer account associated with the invoice, clickable for quick access to the account details.
   
   Subtotal: The total amount of the invoice before taxes and discounts.
   
   Taxable: Displays the taxable portion of the subtotal.
   
   Taxes: The total tax applied to the invoice.
   
   Total: The overall total of the invoice, including taxes.
   
   Paid: The amount that has been paid toward the invoice.
   
   Due: The remaining balance still owed for the invoice.
   
   
   
   
4. To locate specific invoice data, use the Search field in the top-right corner. Enter keywords such as names, dates, amounts, or other relevant terms to quickly filter the results.
   
   
   
   
5. Adjust the Reporting Period by selecting a start and end date in the date fields at the top of the page. Alternatively, use the Today, This Month, Year to Date, or All Time buttons to filter the records quickly.
   
   
   
   
6. You can Copy, Print, and export to PDF, Excel and CSV by clicking on the blue buttons at the bottom of the page.