Note-1) The new Invoice module works according to the Invoice Date and not according to the Invoice Creation Date.
2) The search in the new Invoice Tab will be based on ticket number and not the Invoice Number.
Here, you can see the list view of the Invoices and their relevant information. You can also search for Invoices using the following filters:
QB Sync Status
You can Edit invoices, Download Invoices and can export those into CSV format.
HOW TO SEARCH BY DATE:
If you want to search Invoices by Date range you can select the range from the Calendar.
Invoices will be searched by Invoice Date (The date which Invoice has) and not by the date on which Invoice was created.
HOW TO FILTER BY JOB STATUS:
You can filter Invoice by Job Status that an Invoice has. Jobs can have aStatus as mentioned below.
All - Will show all the Invoices.
Open- Will show the invoices based on jobs which are open.
Complete- Will show the invoices based on jobs which are completed.
Rescheduled- Will show the invoices based on jobs which are rescheduled.
Cancel- Will show the invoices based on jobs which are canceled.
HOW TO FILTER BY INVOICE STATUS:
It is set based on the Signature of the Customer on an Invoice,
Open- It will show all Invoices which don't have a Customer signature.
Complete/Signed- It will show all the Invoices which have Customers' signatures.
Voided- All the voided Invoices.
HOW TO FILTER BY PAYMENT STATUS:
It is based on whether the Payment is received or not.
Complete- It will show all the Invoices where full payment is received.
Open- It will show all the invoices where payment is not received yet.
Partial Payment- It will show all the Invoices where Partial Payment is received.
HOW TO FILTER BY A INVOICE CREATOR:
This filter will allow you to filter invoices based on who created it.
HOW TO SORT INVOICES:
Invoice Number- Invoices will be sorted by ascending order based on Invoice Number.
Last Updated At- Invoices will be sorted by ascending order based on Invoice Update Date.
InvoiceDate- Invoices will be sorted by ascending order based on Invoice Date.
Total Revenue and Outstanding Balance
New Invoice Tab will show Total Revenue and Overdue according to the filters applied.
Total Revenue- Total of all the Invoices according to the filters applied.
Outstanding Balance- Partially and unpaid invoices according to the filters applied.
Editing the Invoice
You can edit any Invoice by just clicking a edit icon which is in front of a particular Invoice.
Downloading the Invoice
You can directly download pdf of any Invoice in just one click by clicking on Download Icon which is in front of Invoice.
Exporting the Invoice
You can export all the Invoices that filter has sorted out for you in CSV format. You can Download single Invoice as well as download in groups.
Note:- Every page will show 20 Invoices.
1) If you want to download all the Invoices which are shown on the current page then you select the checkbox which is in the header then click on Export CSV.
2) If you want to download Invoices from multiple pages then select all the Invoice you want to download in CSV format and then click on Export CSV.
You can also search for the ticket # in the search box.