Invoices

The Invoices module lets you create invoices from completed work orders, track payment status, and manage your accounts receivable.

Invoice List

The invoice list shows all invoices with:

• Invoice Number - Unique identifier
• Customer - Customer name (click to view customer details)
• Issue Date - When the invoice was created
• Due Date - Payment deadline (overdue invoices highlighted)
• Total - Invoice amount including tax
• Status - Draft, Sent, Paid, or Void
• Payment Status - Unpaid, Partial, or Paid

Filtering Invoices

Filter invoices by multiple criteria:

Period

• All time
• This month
• Last month
• This quarter
• This year

Invoice Status

• Draft - Not yet sent to customer
• Sent - Delivered to customer
• Paid - Fully paid
• Void - Cancelled invoice

Payment Status

• Unpaid - No payment received
• Partial - Partially paid
• Paid - Fully paid

Overdue

Toggle to show only overdue invoices. The badge shows the count of overdue invoices.

Invoice Details

Each invoice includes:

• Header information (number, dates, customer)
• Line items from work orders
• Parts and materials used
• Labor charges
• Tax calculations
• Payment history

Creating Invoices

Invoices are typically created from completed work orders:

1. Open a completed work order
2. Click Create Invoice
3. Review line items (services, parts, labor)
4. Set payment terms and due date
5. Save as draft or send immediately

Invoice Actions

Send Invoice

• Generate PDF
• Email to customer
• Updates status to "Sent"

Record Payment

• Enter payment amount
• Update payment status
• Track partial payments

Void Invoice

• Cancel an invoice
• Cannot be edited after voiding
• Maintains audit trail

Overdue Management

Overdue invoices are highlighted in red with an "Overdue" badge. Use the overdue filter to:

• Identify late payments
• Prioritize collection efforts
• Track aging receivables

Invoice Totals

The table footer shows:

• Total amount for filtered invoices
• Quick sum of displayed records