In this article, we will guide you through the process of managing invoices for your business customers.
If you're new to invoicing and want to understand the basics, you can find detailed information in the article linked here.
All the invoices that have been generated can be easily accessed through the following path:
Admin Center → Accounting → Invoicing → List
Filtering Invoices
You have the flexibility to filter the invoices based on different criteria such as status, date, code, customer, email, total due, and amount.
Updating Invoices
When a payment is received from a customer, it's essential to update the corresponding invoice. You have two options for doing this:
Customer Profile: You can associate the payment with the customer by locating the invoice in their profile.
Admin Center → Customers → Info → Invoices Tab
General Invoice List: Alternatively, you can update the invoice through the general list of invoices.
Admin Center → Accounting → Invoicing → List
To update the status of an invoice, follow these steps:
Go to the list of invoices.
Locate the specific invoice you want to update.
Click the “wallet” button.
Choose the desired status from the options provided.
Don't forget to save your changes.
For marking an invoice as "partially paid," you'll need to manually input the amount paid by the customer.
Downloading Invoices
Downloading an invoice is a breeze. Simply locate the download icon within the invoice list, whether in the general list or within a customer's profile.