How to Manage Invoices

Navigate to Invoices

1. While on a customer record, click Accounting.
2. Navigate to the Invoices section. 
3. The following are steps to be taken while on the Accounting option in the Invoices section.

To create an invoice 

1. In the Invoices section, click Add on the top right corner.

Note: This will open up a stepped process. 

To view/edit an invoice 

1. While on the Invoices section, click on the desired invoice row. 
2. Edit the fields as needed.
3. Click Save.

To delete an invoice

1. While on the Invoice page, click Delete in the lower left of the page.
2. A confirmation window will appear. To confirm delete, click Delete.

To email an invoice

1. While on the Invoice page, click Send in the left menu.
2. Confirm all the information is correct. You may also add a Message here. 
   1. Note: To preview the email before sending, click Preview.
3. Click Send to email the invoice.

To apply a payment on an invoice

1. While on the Invoice page, click Add Payment in the left menu.
2. Edit the fields as needed.
3. Select a payment method or Select a Type of payment, if no payment method has been set.
4. Fill out all required fields.
   1. Note: You may add a payment type and make it the default if none have been set on the customer record.
5. Click Save.

To view and manage payment on an invoice

Payments can be applied/unapplied to an invoice. 

1. While on the Invoice page, click Payments in the left menu to see a list of applied payments as well as payments with amounts that have not yet been associated to an invoice. 
2. Click the Apply toggle to apply or unapply any amount on this invoice. 
3. Confirm or update the Amount on Invoice if applying to the invoice.
4. Click Save.

To view the processing information on a customer payment

1. While on the Invoice page, click Payments in the left menu.
2. Click on the payment row and you will then see the Processing Information.
3. When finished viewing the processing information click Return.

To void a customer payment

Only processed payments that have not settled may be voided.

1. While on the Invoice page, click Payments in the left menu.
2. Click on the payment row, then click Void.
3. A confirmation window will appear. To confirm, click Void.

To refund a customer payment

Only process payments that have settled may be refunded.

1. While on the Invoice page, click Payments in the left menu.
2. Click on the payment row, then click Refund.
3. A confirmation window will appear. To confirm, click Refund.