Skip to content

Bills & invoices

Bills and invoices report

To access the Accounts and Invoices Report section, go to Main Menu > Finance > Accounts and Invoices

The Invoices and Accounts report is an overview of all issued invoices and closed accounts. This is a great resource if you need to find an invoice after a customer leaves for reprint or review.

This report is divided into two sections for invoices and accounts. Invoices are sorted numerically, from lowest to highest number, while accounts can be found both numerically and chronologically.

This report is based on the selected range, which always appears as part of the report header, right next to the title. If you know the invoice number, you can search by invoice number at the top of the screen. Alternatively, you can use the date and time selectors to select a specific period during which the invoice or account was closed and then refine your search.

Below, you will find an overview of all the filters and features available in this report.

Filters

  • Filter
  • Closed: if you want to see only closed invoices and accounts
  • Due date: all invoices where the selected date matches the due date
  • Paid: All bills that have been paid
  • Start: Select a start date to limit the results to a specific time period
  • End: Select an end date to limit the results to a specific time period
  • Status: Choose one of the following items to view documents with a specific status
  • Closed accounts: only accounts that have been closed
  • Overdue invoice: Overdue invoices that need to be paid urgently
  • Paid Invoices: Invoices for which payment has already been received
  • Unpaid Invoices: Invoices for which payment has not yet been received
  • Minimum Value: Filters bills or invoices above a certain value
  • Company: search the accounts and invoices assigned to a specific company
  • Counter: Select a counter from the drop-down menu to view only invoices and invoices closed from there

Invoices

Invoices are grouped with the following information:

  • Invoice number: Click on this invoice number to go directly to the closed document
  • User: Click on the customer name to be taken directly to the customer profile
  • Company: company name assigned to the invoice
  • Issue: Date and time when the invoice was issued plus the name of the employee who reviewed and issued the invoice
  • Deadline: Date by which payment must be received
  • Paid: If already paid, the date and time the payment was received.
  • Status: This badge will contain the current transaction status, marked with the appropriate Panel action color
  • Unpaid: The invoice has been issued and not yet paid; displayed in red, indicating that action is required
  • Late: The invoice has not yet been paid, but has expired; displayed in orange, indicates that urgent action is required
  • Paid: The invoice has been paid and settled; displayed in green, indicating that no action is required
  • Closed: Invoice issued without tracking enabled
  • Notes: Any additional billing notes you may wish to include
  • Revenue: total value of the item
  • Sum to be received: total of the value to be received

Bills

The accounts are shown with the following information:

  • Account number: Click on this account number to go directly to the closed document.
  • User: Click on the customer name to be taken directly to the customer profile
  • Company: name of the company assigned to the invoice
  • Closed: Date and time the account was closed plus the name of the employee who reviewed and closed the account
  • Status: This badge will contain the account status. It should always be marked "Closed"
  • Notes: Any additional billing notes you may want to include
  • Revenue: total value of the item
  • Receivable value: total of the value to be received
Back to top