The Custom Invoices section allows you to view and create custom invoices for clients that are not displayed in the system.
To view the list, go to the Client Management > Custom Invoices section.
The list contains the following information:
ID: The invoice record number.
Number: The invoice number for the client.
Date: The date the invoice is created.
Status: The status of the invoice (Paid / Not Paid).
Buyer Name: The name of the client.
Email: The email address of the client.
Amount: The amount to be paid by the client.
Paid: The amount that is already paid by the client.
Due: The amount that yet to be paid.
Period: The period that is accumulated for the invoice.
You can narrow down the search results by using the following filters:
Buyer Name: Fill in the name of the client.
Paid Status: Select the payment status (Paid / Not Paid).
Auto Created: Select if the invoice is created automatically.
To manually create a new invoice blank for a client, click the “Add Blank Invoice” button. In the pop-up window, fill in the following fields of the “Client” tab:
Name: Fill in the name of the client.
Emails (comma separated): Fill in the client’s email address (use comma to enter multiple emails).
Address: Fill in the billing address of the client.
Template: Select the invoice template from the drop-down list.
Bank: Select the bank account from the drop-down list.
Show Change Bank Notification - select the “Yes” option from the drop-down list to inform the client about the Bank Account change. Select the “No” option to disable the notification.
In the “Invoice Data” tab, fill in the following fields:
Date: Select the date the invoice record is created.
Period From / Period To: Select the date range to accumulate into the invoice.
Invoice Number: Fill in the invoice number for the client.
Invoice Amount: Fill in the total amount to be paid by the client.
Description / Quantity / Rate / Amount: Fill in the detailed information about the units the client pays for.
Click the “Create” button to save and complete the action.
To change the payment status of the invoice to the paid one, click the “Mark as Paid” button in the “Actions” column. Select the paid date, fill in the paid amount, and click the “Save and Mark As Paid” button to complete.
To view, edit, print, and resend the custom invoice record, click the “View Details” button in the “Actions” column.
To delete the invoice record from the list, click the “Delete” button in the “Actions” column. Confirm the action by filling in the invoice amount and clicking the “Delete” button in the pop-up window.