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View Invoices

Shinjinee Sarkar
  • Updated

The Invoices section can be accessed by clicking the Invoice icon on the bottom panel. This page has three main functions that are defined below.

Search/View/Sort/Filter Invoices

Search

  1. Click the Search tab at the top.
  2. Enter the Invoice Number or Customer Name on the tab to find the one you are looking for. 
  3. Select the Invoice to open its detailed information.

View

  1. The page displays a list of all the invoices available for the business that you have signed it for.
  2. In the list, you can see the Customer Name, Invoice Number, Invoice Date, Gross Amount, Amount Paid, and Outstanding Amount for each. 

Sort

  1. Click the 'down arrow' on the top right that is displayed below the Search bar.
  2. The Sort Options are displayed. The different options are Name, Invoice Number, Date and Gross Amount.
  3. Once the Sort option is selected, the page displays the list of invoices under the selected filter.

Filter

  1.  Click the Filter icon beside the Search tab to apply a filter for Invoices.
  2. You can filter using either the Status of the Invoice or the Date.
  3. The Invoice Status can be filtered by Paid, Part Paid, or Unpaid. You can choose either of the three.
  4. The Date can be filtered either by Month or Year. You can choose either of the two.
  5. Once the required filters are selected, click Apply.
  6. The selected filters are applied, and the invoices that meet the condition are shown in the list.

Detailed Invoice View

If you click any of the Invoice from the View Invoice page, it will open a detailed description of the selected invoice. You can view Customer Name, Invoice Number, Reference Number, Invoice Date, Due Date, Item Summary, Item Summary, Net Amount, VAT Amount, Total Amount, Amount Paid, and Amount Outstanding.

If you click the Item Summary, the Item page opens which first shows whether the selected Item is a Product or a Service. You can also note the Item Description, Unit Price, Quantity, Nominal Code, VAT Code, Division, Sub Division, Discount, Net Amount, VAT Amount, and  Total Amount. To follow the steps to add an Item, click here.

All the fields on this page are read-only.

Add Invoice

The Add Invoice option can be accessed by clicking the Plus icon at the 'bottom right', under the Invoice view page. To follow the steps to add an invoice, click here.