The Sales section contains all the information about invoices and credit notes that you’ve created. You can add new invoices as well as view, edit, and filter them by document status and by a specific time period. You can also export a list of your invoices. Learn how to Manage Invoices and how to Manage Recurring Invoices.

How do I Access Sales ?

  • You can find the Sales section in the sidebar menu.

  • In the drop down menu of the Sales section you will find the different categories. The Sales menu is divided into three categories; Invoices, Recurring Invoices and Archived Invoices.

  • On the sales page the section is divided into four categories : All Invoices, Recurring Invoices, Archived Invoices and Drafts. Click on the tab you wish to access.

The All Invoices tab shows a list of invoices and credit notes that you’ve created. You can view invoices, filter them by specific parameters, and export the list in .csv format. You also have at your disposal a summary of your invoices with the paid and unpaid invoices as well as the overdue invoices.

How do I Filter Invoices ?

  • In the All Invoices tab of the Sales section, click on Filter.

  • You can then filter and search an invoice by contact name, category, issue date, due date, amount and status.

  • You also have the option to filter and search an invoice monthly, over the last six months, over the fiscal year or all time.

  • You can also find an invoice by document number, contact name or other details by using the search bar.

  • You can create your own reporting period by clicking on the search bar of Issue Date and then clicking on Between. You can then issue a date range.

How do I Export a List of Invoices ?

  • You can use the export button which is between the filter button and the search bar to export all the data.

  • The file will be downloaded and saved in the folder selected in the settings of your browser.

How do I Access Recurring Invoices ?

  • Select the Recurring Invoices tab to show you a list of the recurring invoices you have created. Here, you can view invoices, delete or make them inactive.

How do I Deactivate a Recurring Invoice ?

On the Recurring Invoices page, you can deactivate recurring invoices in two ways.

  • Either do it individually by selecting the button with three dots under Actions of the invoice you wish to deactivate. Select Deactivate.

  • Or you can do it in bulk by ticking the tickbox at the top left of the list of recurring invoices. Tick and untick as many recurring invoices as you want to deactivate. Click on Change Status.

How do I Delete a Recurring Invoice ?

On the Recurring Invoices page, you can deactivate recurring invoices in two ways.

  • Either do it individually by selecting the button with three dots under Actions of the invoice you wish to delete. Select Delete.

  • Or you can do it in bulk by ticking the tickbox at the top left of the list of recurring invoices. Tick and untick as many recurring invoices as you want to delete. Click on the delete button.

How do I Create a Recurring Invoice ?

  • On your Invoices page, click on Add New and then on Add Invoice.

  • On your New Invoice click on Set Up Recurring Invoice at the bottom right.

  • Learn how to complete the fields here.

How do I Archive an Invoice ?

The Archived Invoices tab is a list of invoices that you have archived. You can’t edit archived invoices but you can view them.

  • Learn how to archive and restore an invoice here.


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