The Invoices tab displays all invoices with a balance due.
Show All Invoices
Clicking on the toggle button labeled “Show All Invoices”, will display all invoices with a zero and non-zero balance.
New Invoice Button
Clicking on the New Invoice button will open the Invoice form to create a manual invoice for items and/or parts.
Generate Statement Button
Clicking this button will open a dialog box for the user to select the delivery method for the statement.
Pay Invoice Button
If the customer has a credit card or eCheck bank account on file, clicking the Pay Invoice button will open a form for selecting the payment method and submitting the payment for funding. If the customer does not have a credit card or eCheck bank account on file, the user is able to enter a new credit card or bank account for the customer, and submit the payment for funding.
Invoice Hyperlink
In the Invoice # column, clicking on the hyperlink of an invoice will open the invoice for viewing. Users with permissions are able to make changes to the invoice and re-save.
