The “Invoices” section of the “Invoices” module allows you to access the list of all existing invoices in one place. The invoices are divided according to their invoice statuses for quick access.
The "Invoices" section offers various filtering options for easy access.
- To find invoices issued by a specific estimator, click on the “Select Estimator” field and choose the estimator from the drop-down list.
- To filter the list based on the preferred time period, fill out the start and date time and click on the “Go” button.
- If you know exactly what invoice you are looking for, fill in the available information such as name, phone number, address, etc. in the search bar and click “Go”.
Note that you can also filter the list based on invoice "No" and "Date" by clicking on the required field.
- If you click on a client name, you will be forwarded to the client's profile page.
- If you click on a phone number, you will be able to make a call.
- If you click on an invoice number, you will be forwarded to the invoice page on client's profile.
- If you want to add a note, fill it in in the “Notes” section.
The invoices can be viewed:
- To view the invoice pdf, click on the “File” icon.
- To view the invoice details on the client's profile, click on the “Eye” icon.
If you have admin permissions, you can download the list by clicking on the "download" icon.
