The invoices page is the central area where you can see all the invoices generated from completed jobs. The invoices page has filtering and search capabilities where you can effortlessly narrow down the list based on criteria such as date, customer, or payment status, enabling quick identification of specific invoices.
Accessing the Invoices page
To access the Invoices page, go to Invoicing → Invoices.
Invoice List components
The invoice list offers multiple tools for refining and organising your data. Here's a breakdown of the available options:
1. Search for invoices
Click the search invoice bar and enter the contact or pool details to auto-search.
2. Filter Options
By Status:
Use the Filter by Status drop-down to select from options like Sent, Unsent, Paid, Unpaid, Entered, Batch, Overdue, and more.
By Contact Tags:
Filter invoices using custom tags from the contact tags drop-down.
By Date:
Choose a date range manually or use pre-defined options like This Week, Last 7 Days, or Current Month.
3. Customise Columns
Use the Columns tab to select which fields to display on the invoice list (e.g., ID, Email, Status, Invoice Date, Amount).
Toggle columns on or off, or use "Hide all" and "Show all" for quick adjustments.
Additional Features:
Sort and pin columns by clicking the three dots on a column heading.
Manage visibility or access the column selection box through the "Manage columns" option.
3. Advanced Filtering
Click Filters beside Columns to refine the list further:
Select Columns: Choose fields like ID, Invoice Date, Due Date, or Address.
Define Operators: Set conditions such as
=,!=,>,<,is empty, oris not empty.Specify Values: Enter specific criteria to apply the filter.
Manage Filters: Add more conditions with + Add filter or clear all filters with Remove all.
4. Actions
The Actions column is a non-modifiable column on the invoices page which means that this column cannot be hidden. However, you can choose to pin it either on the left or right side of the page by clicking on the three vertical dots beside the column label.
Clicking the Action button ( ☰ ) will expand several actions that can be applied to the invoice.
Print invoice - This will open a new tab in your web browser with the PDF version of the invoice. You can go to the newly opened tab and click on the printer icon at the top-right corner of the page to show the print options. Typically used when a customer does not have an email address and you need to post the invoice.
Print job sheet - Just like the Print invoice option, this will also open a new tab on your browser with the PDF version of the job sheet where you can set the print options and proceed with printing the job sheet.
Print and mark as sent - This option will allow you to print the invoice and mark it as sent at the same time. Mark as sent status will appear under the Email column.
Mark invoice as entered - This is used when you have no integrations and are manually entering invoice information into a 3rd party system. A green stamp icon will show in the status column indicating that the invoice has been entered.
Mark invoice as sent - This marks the invoice as sent and a 'marked as sent' label will be shown in the email column.
Mark invoice as paid - Used when you have to manually mark the invoice as paid.
Email - Used when you would like to send/resent the invoice to the contact.
Bulk actions
Bulk action can be done when the checkbox column is enabled. Checking more than one box will allow you to mark an invoice as paid/unpaid or delete them all at once. The actions will show at the bottom part of the screen.
Invoice overview
Clicking any row will reveal the overview of an invoice. This will show the pool address, the products/fees involved in the invoice, and as well as the amount breakdown.
Click on the View Details button to reveal the full details of the invoice.
Attachments
The attachment column will show both the invoice and the job sheet PDF files that are typically sent to the customer. Clicking the corresponding icons will open up a PDF file containing the invoice or the job sheet.