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Reports in Invoices Page

In the Invoices page, it allows you to view different reports depending on the filter selection: 

Advanced search can be done by the search bar. The totals of invoiced amount is shown on the right hand side of this bar where it says “Search Invoice Total“.

No.: Search by invoice number.

Client Name: Search by client name.

Date From, Date To: Search by date.

Outstanding and Open Invoices: When selected any search it will only come up with outstanding and open invoices.

Show Date Paid Invoices: Show paid invoices.

Deleted Invoices: Will only show deleted invoices.

Show Only Selected Invoices: Search only tick box invoices.

Show Disabled Invoices: Show disabled invoices.

Show Only Selected Invoices:  Display selected invoices

Show Client Total: Display Invoice total group by client.

Show Date Locked Invoices: Show locked invoices.

Show Deleted Invoices: Display deleted Invoices.

Apply Interest: To apply interest to any outstanding invoices, tick the box for one more invoices, click action and select “Apply Interest” from the list. This will add accrued interest to the selected invoice(s). They can now be sent to clients. Or, simply click “apply interest” in the middle section of each invoice line.

Email Statement: This will email the invoice to the selected type of person in the invoice loop. Note that we recommend to use the email statement for unpaid invoices only.

Print Invoices: Print one or more invoices depending how many are selected. 

Lock Invoices: When locking invoices mean no changes will be done. Lock invoices usually mean it has been paid. 

Unlock Invoices: The invoice is still outstanding.