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 
• Search for invoices
• Filter by Status 
• Filter by Contact tags
• Filter by Date
• Columns 
• Filters 
• Export
•  Actions
  • Bulk actions 

Accessing the Invoices page
 

• To access the Invoices page, go to Invoicing → Invoices. 

Search for invoices 

• Click the search invoice bar and enter the contact or pool details to auto-search.

Filter by Status

Click the Filter by Status drop-down box to show all the options. 

• Select which status you wish to filter by:

  • All 

  • Sent

  • Unsent

  • Paid

  • Unpaid

  • Entered

  • Not Entered

  • Batch

  • Batched

  • Overdue

Filter by Contact tags

The invoices can also be filtered using contact tags. The contact tags you have created will also show as options within the contact tags drop-down on the invoices page. To know more about setting up tags, head over to the tags article: Setup - Tags

Filter by Date

• Click the 'from' date and enter the date you wish to start the search from, you can either enter a date manually or select the specific date using the date picker. 

• You can also choose to narrow your search using the pre-defined options:
  

  • This week

  • Last week 

  • Last 7 Days

  • Current month

  • Previous month

  • Next month
    

Columns 

Click on the Columns tab just above the check box for invoices. You can tweak the columns you want to get displayed on the Invoices page using the columns tab.  Choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set to show or hide the following columns within this section: 

• Detail panel toggle
• Checkbox selection
• Id
• Email
• Attachments
• Status
• External
• Invoice date
• Due date
• Number
• Contact
• Address
• Job description
• Amount
• Actions

You can also sort and pin columns by hovering over a particular column heading and clicking the three dots. Clicking the Hide column will hide that specific column while Manage columns will show the column selection box. 

Filters 

 You can set filters for the invoice list by clicking on the Filters option beside Columns. 

• Select Columns filters;

  • ID

  • External

  • Invoice date 

  • Due date 

  • Number 

  • Address 

  • Job description
    

• Then select Operator;

  • =

  • !=

  • >

  • >=

  • <

  • <=

  • Is Empty

  • Is not empty

  • Is any of
    

• Then select Value. This is the specific value you want to filter for in the selected column. 
  

You can also add additional filters by selecting + Add filter or remove the filters by clicking Remove all.

Export

The Export option will allow you to export all invoices. Clicking this option will automatically download a CSV file containing the invoice details such as Invoice number, Invoice date, First name, Last name, Company name, Pool Address, and total (inc GST). 

 
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.