Accounting

Customer Invoices

Accounts receivable.

Create and track customer invoices from Draft to Paid.

Open in Info-X

The screen

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What each number means

  1. 1
    Customer Invoices

    Accounts receivable.

  2. 2
    New Invoice

    Create an invoice.

  3. 3
    All Invoices — 26

    Invoices created.

  4. 4
    Outstanding — 25

    Unpaid invoices.

  5. 5
    Paid — 0

    Paid invoices.

  6. 6
    Total Outstanding — $54,727.00

    Money still to collect.

  7. 7
    Status filters

    All, Draft, Issued, Partial, Paid, Void.

  8. 8
    Search

    Find an invoice.

  9. 9
    All Types

    Filter by invoice type.

  10. 10
    Division

    Export Booking or Import Booking.

  11. 11
    Records — 26

    Invoices in Export division.

  12. 12
    Invoice # / Date / Due Date

    Number, issue and due dates.

  13. 13
    Customer / Inv Ref

    Billed customer and reference.

  14. 14
    Actions

    Print, email, payment, approve, void, delete.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Totals

All Invoices, Outstanding, Paid and Total Outstanding.

2

Status filter

Draft, Issued, Partial, Paid, Void.

How to use it

  1. 1Click New Invoice.
  2. 2Select customer and charges.
  3. 3Issue the invoice and record payment.