Manage Client Accounts and Invoices

From the Main Menu choose:
1) Clients
2) Select the client you wish to invoice..

From the client details page, choose Accounts

(Also from within this screen you can see the total outstanding amount for this customer in the top right)

Under your Clients Accounts you can view all the billing information as seen above.

1. Total value of jobs combined.
2. Total outstanding amount in date period; number of days
3. All the jobs for this current customer, whether new, started, finished or completed.

- Jobs that can be invoiced will have a tick box displayed on the far right. The job must be completed before you can invoice.
- To send an invoice by email, tick the box of your completed job and select Send Invoice. You invoice will be sent by email to your customer.

You can also choose to Receive Payment from this screen.. Click on 'Receive Payment' in the Job Code column.. (Details see below)

- If you prefer to print and mail your invoice, tick the box of your completed job and select Print Invoice.
The Invoice will appear ready to be printed. This feature is also handy if you would like to double check the invoice before printing.
Below is the sample Invoice:

As you can see that for the job 110, the amount is outstanding, hence the Receive Payment link is activated..

Click Receive Payment

Fill in the required details and click Receipt Payment..

Back to Accounts page..

As you see above, the payment has been applied and outstanding amount updated..

This payment is also shown in the job card for 110. Click View to open the job card..

Under the 'Receipt Payment' tab in the job card, you can see the payment details of the one we recently applied..
You could also enter any payment details from within the job card as seen above..