Client Invoices

81 vues Markdown

Track all invoices in the client's account context to find unpaid documents quickly and apply collection actions to the correct account.

Opening the Screen

Open a client and choose the Invoices tab: {admin}/users/detail?id={client}&tab=invoices

What Is on the Screen

The tab shows the invoice list itself, with the client column hidden because every row belongs to the same client.

List Invoice number, total, subtotal, tax, currency, payment method, issue and due dates, and status. The search, sorting and filters from the main invoice screen work here too.

Bulk action Action buttons that appear in the list toolbar once a row is ticked; they apply to every ticked invoice at once: paid, unpaid, cancelled, send reminder, delete.

Invoice detail The link in the row opens the invoice's own page, where line items, taking payment and the history live.

Tasks

Chase unpaid invoices

Filter the list down to unpaid invoices by status.
Tick the ones you want to chase.
Choose the reminder from the bulk action. A reminder goes to the client for the invoices you picked.

Record an invoice paid outside the panel

Tick the invoice.
Choose the paid status from the bulk action and confirm.
The invoice closes as paid, and the payment date and the income record are written at that moment.

Things to Watch

This list is the main invoice screen

The columns, filters and export are the same; the only differences are the hidden client column and the list being narrowed to this account. Everything you know from the main screen applies here.

Deleting an invoice cannot be undone

A deleted invoice goes with its line items and its history. Where the record matters, cancel it instead of deleting it.

Required Privileges

Reading the tab comes with the client record. The bulk action picker is only shown to staff who hold USERS_OPERATION.

Cet article vous a-t-il été utile ?

Merci pour votre retour !

Besoin d'aide supplémentaire ?

Notre équipe d'assistance est disponible 24h/24 pour tout ce que vous ne trouvez pas ci-dessus.

Nous contacter Ouvrir un ticket