CiuisCRM: Invoice & Invoice Payments

Invoice

1. Invoices can be found under "Finance" in the main menu.

2. Added Invoices to CRM are displayed as shown below , on the header of Invoice you have some action buttons.

1. Search : This will help you search Invoice based on "Invoice name , Customer name, Status Paid or unpaid , and by Amount".

2. Filter by Column : By default, all the columns for the invoice table are displayed. To manage what column needs to be displayed, click on the "Filter Column" icon, a box will appear as shown in the below image, you can "Check" or "Uncheck" the fields you want to display on your customer page.

3. Filter : To filter the Invoice by type or country click on the icon "Filter" icon

Create Invoice:

1. To add a new invoice record, click on the "Create" icon.

Enter the details Like :

1. Customer Selection : Select the costumer name from the drop-down box

2. Series: Series of the Invoice

3. Invoice Number : Enter the Invoice number

4. Date of issues : Select the valid Invoice date issued on.

5. Due date : End date of Invoice

6. Due Note : Enter any small or descriptive type note if required.

7. Default Payment Method : Enter the [payment method]

8. Product/ Service : Enter the appropriate product/service

Create Recurring Invoice:

1. Recurring : To create recurring Invoice follow the same step as you did for creating a Invoice. To mark the Invoic as recurring toggle on "Recurring" on the top ,three new fields will be introduce,enter the details.

2. Set the required recurring period. A Invoice will be created when you click on the “Save” button. Every time you run the CronJob, it will check if the recurring period has elapsed after the issue date, if it has elapsed, then another Invoice is created and added to the email list.

3. Please note in order to make Purchase Recurring for Lifetime, Leave "Ends On" Field Blank Your recurring invoice is created.

4. Paid : To mark the invoice as Paid, toggle to "Paid" button on the top. New fields will be introduce . Choose the account from the drop-down , Set the Paid date and click on "Save".

Invoice Page Details:

Discussion :

1. To create a new discussion click on the "+" icon.

2. Fill in all details :

1. Subject : Enter the subject on which you are creating a subject

2. Description : Describe the subject

3. Contact : Select the person you want to contact from the dropdown .You can create a new discussion for contact or customer by enabling or disabling the "Show Customer" button.

4. Click on "Create" for discussion.

Update invoice :

1. To update the Invoice details click on "More" option from the header.

2. Click on "Update" button .

3. A update page opens, Update the details of the invoice ,like adding a new product to existing invoice , or add the invoice under recurring. Click on "Save" button.

Delete Invoice :

1. To delete the invoice click on "Delete" button.

Mark Invoice as Draft or Cancelled:

1. Click on "More" option to find option of "Mark as Draft " or Mark as Cancelled".

2. On the Invoice page you can see the details of the Invoice and also some actions buttons.

1. Mail: For Sending the mail to the respective contact.

2. Create PDF: Creates the PDF for the invoice.

3. Print: Allows you to print the invoice created.

Sending Email to contacts:

On the right -side panel of the invoice screen you can see :

1. Details Tab : Displays the balance of the invoice created and also allows to send mails to contacts.

1. Email to contacts: Sends the invoice to all the contacts for the customer.

2. Edit: Edits the list of contacts

3. Make sure to check the "Include myself" checkbox to send the mail to the user as well.

4. Click on the dropdown list and review the list of contacts to be selected. Click on "Done".

Invoice Payments :

2. Payment Tab: Allows you to add the payment files for the invoices. To add the payment file click on the "+" icon. fill in the details to record the payment.

Enter the details:

1.Payment Date: Enter the Date Payment is done.

2. Amount: Enter the Amount.

3. Description: Describe your payment details

4. Account: Select the Account from the dropdown. Click on "Save" button

3. Files: Files can also be added to an invoice.

1. Click on the “Add” icon to add the files related to invoice.

2. Browse the files to be added and click on "Upload" to save the file.

3. Your file will be added under the file tab.