Use this area to create and manage your invoices. You can view them all together or select one of the predefined filtered views. Once invoice is complete, you can print a copy or directly email it to your customer. You can also track the payments you receive.

Invoice List

"Invoice List" tab shows the list of your invoices. Selecting a row in the table will enable "Invoice Details" tab. "Balance" column contains outstanding amounts due by your customers.

"Pending Invoices" shows a filtered list of the invoices that were not marked as complete.

"Not Paid Invoices" shows a filtered list of the invoices that were not fully paid by your customers.

"Past Due Invoices" shows a filtered list of the not paid invoices that are past due.

To sort table rows, click the header of the column that you want to sort by.

Use "Customer Search" text box in the footer to filter table rows and only show those that mach your filter criteria.

Use New button to create new record, Edit link to go to record details and Delete link to remove.

Invoice Details

"Invoice Details" tab shows details for the invoice currently selected in the "Invoice List" tab. Specify Description, Invoice number, Customer and Due dates. You may also add any notes to the Comments field to appear on the final invoice. All Total amounts are calculated automatically based on contained tasks, operations and resources. You may also enter Tax and Discount amounts if applicable or use Calculator dialogs to populate the fields. Use "Amount Paid" field to track you customer payments. "Is Complete" field is used to mark invoice as complete, in which case it will not appear in the "Pending Invoices" list any more.

Invoice Items

"Invoice Items" section allows you to specify tasks, operations and resources that will compose this invoice. First, select the group the resource belongs to. Than either select existing resource or click "+" link to create new one. Finally, provide how many resources you want to include and click on the "Add Resource" button to finish. Follow similar steps to "Add Operation".

To change the quantity of the already added item, just select the same one in the new row and provide the number you want to adjust by. Use Delete link to exclude the item from this invoice.

Important: If any of the contained items change their Price values, you will receive the following warning: "The Total amount has changed since you saved last time. Please save to reflect changes occurred to one or more items."

By default, all invoice Total amounts will remain the same. To update invoice amounts and reflect the changes occurred to one or more items, you must save invoice again. Be aware that in this case your invoice amounts will be different from those that you already might have sent to your customer.

Business Info

If you want your Company Info and Logo to be included in the documents you print or email to your customers, please populate your Profile information.

denotes required field.

Screen commands:
• New
  Select this command to create a new record.
• Edit
  Click on this link to start modifying existing record.
• Save
  Click to save current item.
• Delete
  Click to delete selected or current item. You will be prompted to confirm your action.
• Print
  Click on this link to print current record.
• Email
  Click on this link to send current item via email.