The Invoice function under Sales would allow you to manage your generated invoices. This allows you or your team to manage the sales invoices from generated to approval. We will be covering these areas:
Understanding Invoices Dashboard
We classify the status of an invoice as such:
- Draft: Invoices that have been generated as draft
- Open: Invoices that have been generated and submitted
- Pending: Invoices that have been generated but pending approval from approvers
- Approved: Invoices that have been approved
- Rejected: Invoices that have been rejected
- Update request: Invoices with updates requested
On your invoices dashboard, you would be able to see details:
(1) Timeline of invoice
(2) Summary of invoice content
(3) Details & Credit Notes
(4) List of approvers & reminders
(5) List of disputes raised relating to invoice
(6) Create and save comments relating to the invoice
(7) List of changes that happened to the invoice
Approving Sales invoices
If you have set up an approval system for your sales invoices, this section would apply to you and your stakeholders. To read more about the approval system, please refer to this article.
To approve invoices, click Approve (1) then Sales (2)
Then, you will see all the invoices that you have approved, rejected, or that are waiting for your response. Click the eye icon to see details of individual invoices.
After clicking the eye icon, you will be brought to a detailed page. Look for Status and update the status using the appropriate tags.
Sending Approved Invoices
Once invoices have completed the approval steps, you may choose to send out your invoice through these simple steps:
1. Click Send Invoice (1)
2. Then, fill up the email form, then click Send Invoice
Sending invoices can be easily automated on our platform as well. Here are the steps:
1. Access the Automation page by clicking on Settings (1), then Automation (2).
2. Then, head to Billing
From here, you will be able to configure the automation by selecting Configure billing automation to issue sales invoice.