Sales
Viewing a list of invoices in the account
- Click on “Sales” from the main menu.
- Click on “Manage Invoices”.
- The program displays a list of invoices in the account.,
- Check the box at the top of the page to select the entire list of invoices and choose from:
- All (Current Page): Select all invoices on the current page.
- All Filtered (All Pages): Select all invoices on all pages.
- Check the box at the top of the page to select the entire list of invoices and choose from:
- Use the “Actions” menu to apply a set of quick actions to the selected invoice list. For more details, refer to the “Actions on Invoice List” guide.
- Use the navigation buttons (<) (>) to switch between the display pages of the invoice lists.
- Click on the icon
to access the “Sales Reports” page. - Click on the “Appointments” button to display a list of appointments related to the invoices.
- Click on the “New Invoice” button to start creating a new invoice on the account.
- The search tools below can be used to quickly access the required invoice.
- Click on the “Advanced Search” button to access more professional search and filtering tools.
- At the top of the invoices list, click on “Sort By” and choose from the several options to sort the invoice list, such as (Client, Created Date, Number, Payment Status, Date).
Actions on the invoice list:
You can apply some actions to a group of invoices in one process through the system.
- Click on “Sales” from the main menu.
- Click on “Manage Invoices”.
- The software displays a list of the invoices in the account.
- Select the required invoices by checking the box at the top right corner of each invoice.
- You can check the box at the top of the page to select the entire list of invoices and choose from:
- All (Current Page): Select all invoices on the current page.
- All Filtered (All Pages): Select all invoices on all pages.
- All (Current Page): Select all invoices on the current page.
- You can check the box at the top of the page to select the entire list of invoices and choose from:
- From the “Actions” menu at the top of the page, select the required action:
- Delete: delete the selected invoices from the list.
- Send to Client: send the invoice to the client via email.
- Mark as Paid: pay all unpaid invoices in one payment.
- Print PDF: download all selected invoices in one PDF file.
- Export: export the selected invoices in one of the following formats (CSV, Excel, XML). For more details, refer to the “Exporting Sales Invoices“ guide.
- Send SMS: send an SMS message with the information of each invoice to the clients associated with the selected invoices.
- Note: SMS messaging must be activated on the account to appear in the Actions menu. Refer to the “SMS Provider Settings“ guide.