The Invoices section allows you to view the clients’ invoice history and to create batch invoices.

To access the list, go to the Client Management > Invoices section. Invoices are generated automatically by default.

The “Invoices History” tab allows you to view all the clients’ invoices in the system. The list contains the following information:

  • ID: The invoice number in the system.

  • Number: The invoice number for the client.

  • Date: The date the invoice is created.

  • Status: The status of the invoice (Paid / Not Paid / Overdue).

  • Client: The name of the client in the system.

  • Amount: The total invoice amount.

  • Paid: The amount that is already paid according to the invoice.

  • Due: The amount still outstanding.

  • Period: The period that is included in the invoice calculation.

  • Prior: The date of the previous invoice.

  • Payment Model: The chosen payment model of the client (Invoice / Statement).

You can narrow down the search results by using the following filters:

  • Filter Date: Select the preferable sales period.

  • Client: Select the specific client.

  • Paid Status: Select the payment status (Paid / Not Paid).

  • Overdue Status: Select if the payment is overdue or not.

  • Amount: Fill in the specific invoice amount.

  • Payment Model: Select the preferable payment model (Invoice / Statement).

To view more detailed information about the specific invoice, select the invoice record from the list, and click the “View Details” button in the “Actions” column. To print and preview the invoice document, click the “Print Preview” button in the pop-up window. To send the invoice document to the client, click the “Resend to Client” button.

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To add the payment for the specific invoice, select the invoice from the list, and click the “Add Payment” button in the “Actions” column. Fill in the following information in the pop-up window:

  • Lender: Select the client from the drop-down list.

  • Payment Date: Select the date of the payment.

  • Payment Amount: Fill in the paid amount.

  • Description: Fill in the additional information about the payment.

Click the “Create” button to complete.

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To adjust the amount set for the invoice, select the invoice record from the list and click the “Adjustment” button in the “Actions'' column. Fill in the following information in the pop-up window:

  • Adjustment Date: Select the specific date for the invoice amount adjustment.

  • Amount: Fill in the amount you would like to add to the invoice total. To increase the invoice amount, use a positive number. To credit a client, use a negative number.

  • Description: Fill in the additional information for the adjustment record.

Click the “Add Adjustment” button to complete.

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To delete the invoice record from the system, select the invoice from the list and click the “Delete” button in the “Actions” column. Confirm the action by clicking the “Delete” button in the pop-up window.

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The “Invoices By Month” tab allows you to view the list of clients’ invoices grouped by months and dropped down in the record by each date. The list contains the following information:

  • ID: The record number in the system.

  • Number: The invoice number in the system.

  • Date: The date the invoice is created.

  • Status: The status of the invoice (Overdue / Paid / Not Paid).

  • Client: The name of the client in the system.

  • Amount: The total amount to be paid by the client.

  • Paid: The amount that is already paid by the client.

  • Due: The amount that is not paid yet by the client.

  • Period: The period calculated into the invoice.

You can narrow down the search results by using the following filters:

  • Filter Date: Select the preferable sales period.

  • Client: Select the specific client.

  • Paid Status: Select the payment status (Paid / Not Paid).

To view more detailed information about the invoice dropped down by each date, select the record from the list and click the “View Details” button.

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The “Batch Invoices” tab allows you to create invoices for the clients by grouping the amount for the selected days. The list contains the following information:

  • Client: The name of the client in the system.

  • Transactions: The total number of transactions of the client.

  • Amount: The total amount calculated for the invoice.

  • Frequency: The frequency of the invoice submission (Biweekly / Manual / Monthly / Semi-Monthly / Weekly).

You can narrow down the list by using the following filters:

  • Current Invoice Date: Select the invoice date of the client.

  • Client: Select the client from the list.

  • Frequency: Select the invoice frequency set for the publisher (Biweekly / Manual / Monthly / Semi-Monthly / Weekly).

To create the batch invoice, select the client from the list and click the “Create Invoice” button in the “Actions” column. Select the dates you would like to include into the invoice in the pop-up window, and click the “Create” button.

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