INVOICE MANAGER
Create invoices on the fly. Using live data feeds, your sales and operations people create invoices at the time they serve your customers. They track billable hours in real time, giving you accurate records of services rendered. Additionally, your management team utilizes real time data tracking to predict workflows, scheduling, hours for project fulfillment, and billable services.
Invoices work the exact same way that Quotes and Orders work.
You can create Orders for Customer/Client inside of the Contact manager and/or the Orders Module. Orders currently pull parts and services from the Inventory Module.
Set the Quote, Order and Invoice Terms, Price Levels and Sales Tax rates from this Invoice section.
Invoice Status Definitions
Open: The invoice has been created, and can be modified.
Posted: The invoice is finalized for the customer.
Closed: No balance remains due on the invoice.
Credit Due: The cusotmer overpaid this invoice and is due credit.
Voided: The invoice was cancelled and is now void.
Watch Videos Now
FREE Trial
