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Billing Module Overview

  1. The billing module is split into 3 parts.
    Quotes, Invoices, Goods and Services

Billing module overview showing quotes, invoices, and goods/services sections

Quotes​

  1. Quotes can be easily sorted by clicking the tabs.
    All, Draft, Open, Accepted, or Declined

Quote status tabs for sorting by all, draft, open, accepted, or declined

  1. Quotes can also be filtered by number, client, date range, or quote value.

Quote filter options for searching by number, client, date range, or value

  1. Use the buttons on the right to edit or finalize a draft quote, and to view or send a finalized quote

Quote action buttons for editing, finalizing, viewing, and sending quotes

Invoices​

  1. Invoices can also be quickly sorted into: all invoices, drafts, open, overdue, paid, partially paid, canceled or locked.

Invoice status sorting options for all, drafts, open, overdue, paid, and more

Goods & Services​

  1. The "Goods & Services" landing page gives you an overview of the goods and services within your system.

Goods and services landing page overview showing system inventory

  1. These can be filtered by number, type, name, or groups.

Goods and services filter options for number, type, name, or groups

  1. Click "View" on and item to see detailed information. View "Components", or "Client prices"

View details button for accessing components and client prices information

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