Invoices

BULK - CREATE INVOICES

1 : To generate bulk-invoices, click on the CARDS button on the top bar.

2 : Select BULK-CREATE INVOICES 

3 : Generate invoices based on time period, offer type;

TIME PERIOD OPTIONS -  LAST MONTH | ALL OUTSTANDING PAYMENTS | OTHER (selected date range)

OFFER - Select offer type from the drop down box

SYNC IMMEDIATELY - select this option if you want to send invoices to Xero immediately

Once invoices have been created, these will show in the INVOICES list under SYSTEM. 

You can then generate CSV and download PDF documents.

4 : Click on the SYSTEM button on the top bar > Select INVOICES from the drop-down box.

5 : The invoice list will appear with the most current invoices, based on date/time.

This list will include the following; CREATED | INVOICE NUMBER | CUSTOMER | REFERENCE | TOTAL (INC) | XERO STATUS

6 : To search your preferred date range, select the ALL TIME button and change the date range. 

7 : To view and print individual invoices, click on the invoice needed from the invoice list. 

The invoice will show the following; 

INVOICE # | BILL TO | REFERENCE | CREATED DATE | DUE DATE | STATUS | XERO

DESCRIPTION | AMOUNT | SUBTOTAL | TAX | TOTAL