Invoices table

Invoices table

Here, you'll find an overview of the invoices table and instructions on how to use it.


1. Go to Accounting

You can find accounting under the management tab.



2. Click on the first tab "Invoices"

Make sure the first tab " Invoices " is selected.



3. Invoices table

Here, you’ll find all customer invoices, both paid and unpaid. You can also view the payment details for each invoice.



4. Timeframe

Select the date range for viewing invoices by setting a start and end date, then click " Search ".

To quickly view invoices from today, simply click the " Today " button.



5. Search for specific invoice

Use the search field to quickly find a customer's invoices by typing their name.



6. Filter by outstanding amount

When selected, only fully or partially unpaid invoices will be displayed.



7. Invoice menu

Click the "..." button to open the invoice menu. From here, you can:

  • View: Open and review the invoice details.

  • Cancel: Void the invoice if an error was made.

  • Mail: Send the invoice via email.

  • Print: Print a physical copy of the invoice.


8. Invoice status

On the left side of the table, you can view the current payment status:

  • Paid: The invoice is fully paid.

  • Partially Paid: There is still an outstanding balance on the invoice.

  • Unpaid: The invoice has not been paid yet.

  • Cancelled: The invoice has been canceled.

  • Cancels: Generated when an invoice is canceled to balance the records.



9. Invoice number

Here, you can view the unique invoice number.



10. First and last name

Here, you can see the name of the person associated with the invoice.



11. Date of the invoice

Here, you can see the date the invoice was created.



12. Total of the invoice

Here you can see the total amount of the invoice.



13. Payment methods

Here, you can see how the invoice was paid. Multiple payment methods can be used for the same invoice.

  • Credit Card: Payments made by credit card.

  • Credit Card Fee: Fees charged for payment via credit card.

  • Bank Transfer: Payments that are made through a bank transfer.

  • Advance Payments: Payments made using the "advance payments" feature.

  • Outstanding Total: The remaining unpaid amount of the invoice.

  • Currencies: All available currencies for cash payments in your center (in this example EUR and USD).



14. Exporting invoice table

You can export the invoice table using these methods:

  • Print: Print a simplified version of the invoice table.

  • Mail: Send the invoice table to a specific email address.

  • Export: Download the invoice table data as a .CSV file.


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