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 in .csv or .pdf format.
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.
Find an invoice by document number, contact name or other details using the search option.
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.
1.1 Filter invoices
Filter a list of the invoice entries by status or by a specific period:
In the all invoices category 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 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.
1.2 Export a list of invoices
To export a list of invoices in .csv format:
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.
2 Recurring Invoices
Selecting this tab will show you a list of the recurring invoices you have created. Here, you can view invoices, delete or make them inactive.
2.1 Deactivate a Recurring Invoice
To deactivate a recurring invoice:
On the Recurring Invoices page, select the button with three dots under Actions of the invoice you wish to deactivate.
2.2 Delete a Recurring Invoice
To delete a recurring invoice:
On the Recurring invoices page, select the button with three dots under Actions of the invoice you wish to delete.
You can deactivate more than one recurring invoices at the same time.
Tick the tickbox at the top of all your recurring invoices.
Select Change Status.
2.3 Create and save a Recurring Invoice
Select Add New on the top right of your invoices.
Select Add Invoice.
You can either Save as a Draft or as an Invoice by selecting one of the buttons at the top right of the page. To save as a Recurring Invoice click on the button at the bottom right.
3 Archived Invoices
The Archived Invoices tab is a list of invoices that you have archived. You can’t edit archived documents but you can view them.
You can also delete or restore the Archived Invoices by clicking on the button with three dots under Actions.
These are the sales invoices that have been created and saved as draft and are awaiting approval. You can delete the drafts by clicking the button with three dots under Actions.