This screen gives you the flexibility to view paid and unpaid invoices, filter by invoices that are past due, and view and manage invoices in any status.
Number: The unique invoice number.
Type: The type of invoice.
- Recurr: A recurring invoice generated from a contract.
- Ad Hoc: An invoice that you created and that is not based on a contract.
ClientID: The unique id of the customer.
Subtotal: The subtotal of the invoice.
Tax: Taxes applied to the invoice.
Total: Total of the invoice.
Balance: The unpaid balance of the invoice.
Distribution: The method with which the invoice was sent to the client and the date it was sent.
Status: The status of the invoice.
- Draft: The invoice is a draft and has not yet been finalized.
- Approved: The invoice has been approved, but not yet sent to the client.
- Approved and Distributed: The invoice has been approved and has been sent to the client.
Approve: This column will be empty if the invoice has been approved. If the invoice has not been approved, a green approve button will appear in this column.
Invoice Date: The date the invoice was generated.
Due Date: The date by which the client must pay based on the invoice date and the customer’s terms.
Aging: The number of days that have elapsed without payment.
Aging: The aging category or range into which the unpaid invoice falls.
View Button: View the invoice.
Pay Button: Apply a payment to the invoice.
Edit Button: Edit the invoice.
Red X Button: Remove the invoice.
Note: Removing an invoice does not remove or close a contract. An invoice can always be re-generated for the period.
You can filter the information in this screen by the following criteria:
- Date range
- Approval status
- Payment status
- Other criteria
This screen contains information about payments you have entered against invoices.
Date: The date the payment was entered.
Invoice: The invoice number against which the payment was made.
Client: The name of the client.
Amount: The amount of the payment.
Note: If it is a credit, the amount will show in parenthesis to indicate a negative amount.
Method: The method of payment used for the payment.
Memo: The text of the invoice memo, if any.
Added By: The name of the user who entered the payment.
Note: You can filter payments by date range.