Contact - Invoices

Click the invoice row and the invoice number listed will open, or select the invoice row action button  and select open.

An invoice can only be deleted if it is at draft status. To delete an invoice by:

1. In the contact > invoices tab use one of the following methods:
   • Single row - Click the invoice row action button  against a draft invoice status row and select 'delete'.
   • Multi row - Select the check box(es)  on the row left for each item you want to delete. Then click the multiple rows action button  and choose 'delete'.
2. The list refreshes and the item(s) have been deleted.

Use the page actions button  to Export to Excel. This sends all the items lists on the tab to an Excel file. All the items valid for the current list filter are exported. e.g. Apply the filter 'active' and only active rows are exported to Excel.

Search

When a large number of items exist use the search or filter options to limit the number of rows shown in the list.

Search by clicking the search button  and typing the keyword into the search box. To return to seeing all items in the list click the clear button in the search bar.

Filter

Filter the list by selecting the search button . See the available filters by clicking 'all status types'. Select a filter from the drop down list and click the search button to apply the filter. The invoice status options are:

• Draft
• Owing
• Paid
• Canceled
• Credited
• Written off

1. Number  The number of the finalized invoice or credit note is shown. If the invoice has not yet been finalized then 'DRAFT' is shown. Credit note drafts are assigned a number when they are saved, and can be found using the status filter / column.
2. Invoice date  the date that the invoice is generated to be sent to the client. Or if this is a credit note, then this is the date of the credit note document.
3. Project  the project that the invoice was created within. Click the project name to view the details.
4. Status  use the status column to view the type of invoice or credit that is shown on that row. The status options are draft, owing, paid, canceled, credited, written off.
5. Due date  view the date the owing amount of the invoice is due for payment. For credit notes this is the same as the credit note date.
6. Total (ex tax) the total value of the invoice or credit note excluding any taxes. This is the original invoice value prior to any adjustments.
7. Credits and Write-Offs (ex tax)  the total value of any credit notes raised for the invoice to date. This includes all credit note types: cancel, credit, and write-offs.
8. Adjusted (ex tax) the total value of the invoice less any credits excluding any taxes.
9. Adjusted (inc tax)  the total value of the invoice less any credits including any taxes.
10. Payments (inc tax)  the total value of any payments entered for the invoice to date.
11. Owing (inc tax)  the value owing or outstanding that the client still needs to pay for this invoice. This is the invoice value less any credit notes, less any payments.