Invoice

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Invoice

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Introduction

An invoice represents a billable unit that can be turned into a printed and/or electronic document to ultimately deliver to your clients so that you can be paid. Invoices can then have a Payment and/or Adjustment applied to eventually zero out a Customer account. You can access an invoice from the Dashboard, Billing and the AR windows.

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Usage

There are two main areas in an invoice. The upper portion. (Green square) and the Lower portion (Yellow square).

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The upper portion is grayed out and cannot be changed. It is in the yellow area that you can change, and only on a pending invoice, all other types of invoices you will not have a context menu and clicking on a highlighted spot will open up:

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All the information on this pane will be grayed out.



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Add/Remove Spot

In a Pending Invoice, you can Add or remove a spot with the Add/remove feature.

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Context Menu

Right-click on a highlighted spot in a pending invoice will bring up the context menu:

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Add Spot Pane

This window shows you all the spots you can add to the selected invoice:

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To add a spot just highlight the one you want and click the OK button.

Columns


No additional columns.

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FAQ

TODO

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Additional Information

TODO What other information can we provide?





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