Video Walkthrough
Step-by-Step Instructions
Listing Page
The Invoice listing page will display all of the Invoices across all jobs and accounts. This is helpful for when you want to have a birds-eye view of how many outstanding invoices are in the pipeline.
At the top of the page, you’ll find the Invoice Scorecards. These scorecards display high-level KPIs for all historical invoices in the system, offering insights into their average value and the average time taken for collections.
The scorecards include:
Outstanding (Open)
Overdue
Fully Paid
Avg. Invoice Value
Avg. Days to Pay
Beneath the scorecards you can find the Search, Filter, and Sort bar. You can search by a number of criteria, such as account name, address, and job type.
For filters, you can select from Invoice Status, Job Classes, Created By, Lead Sources, and Time Frame.
The list can be Sorted by Issue Date (Newest), Issue Date (Oldest), Overdue (Oldest), Invoice Amount (Highest), and Created By (A–Z).
The Invoice List is organized into the following columns:
Actions: Edit, Send Copy, Download PDF, Print
Details: Invoice Number, Account, Job, Location, and Invoice Balance and Paid Amount
Status: Draft, Open, Paid, Voided, Uncollectable
Contact: Name, Phone Number, Email (if a phone number doesn't exist)
Issue Date: Date the Invoice was created
Due Date: Date the invoice is due
Created By: The person who created the Invoice
Lead Source: The lead source of the job the invoice belongs to
QBO Sync Status: Displays the current sync status with Quickbooks Online
Invoice Details Page
Clicking on the Invoice Number will take you to the details page.
Here you'll be able to access actions like editing, sending the Invoice, or sending a financing link through Wisetack. To learn about creating invoices, view the Creating and Processing Invoices article.
