Difference between revisions of "Clients:Invoices Tab"
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| − | + | {{Client Management}} | |
| + | The '''Invoices''' tab contains a list of all a client's invoices, tools for searching within them as well as options for managing invoices in bulk. | ||
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| + | You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | ||
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[[File:client_invoices.png|thumb|Client Invoices Tab]] | [[File:client_invoices.png|thumb|Client Invoices Tab]] | ||
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At the top of the tab are the search and filtering fields. They can be used to find a specific invoice by its number, display only those with a certain payment method or status and invoices with a total due between minimum and maximum values you specify. There are also date fields which allow invoices created, due and paid on a specific date too. | At the top of the tab are the search and filtering fields. They can be used to find a specific invoice by its number, display only those with a certain payment method or status and invoices with a total due between minimum and maximum values you specify. There are also date fields which allow invoices created, due and paid on a specific date too. | ||
| − | The fields can be used in combination, for example by filling in the Payment Method, | + | The fields can be used in combination, for example by filling in the Payment Method, Status and Due Date fields one can search for Unpaid invoices with the PayPal payment method due on 01/01/2015. |
| − | Once the desired criteria have been specified, click | + | Once the desired criteria have been specified, click '''Search'''. |
==Create Invoice== | ==Create Invoice== | ||
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==Invoice List== | ==Invoice List== | ||
| − | + | ||
| − | The | + | The paginated list displays all of the client's invoices. |
| − | + | ||
| − | Click the invoice number to view | + | * Click a column's heading to sort by that column. |
| + | * Click the invoice number to view that invoice or, in WHMCS 8.9 and later, click '''View''' to view the invoice. | ||
| + | * Click the invoice total to see a preview of the invoice items. | ||
| + | * In WHMCS 8.9 and later, click '''Edit''' to edit the invoice. <div class="docs-alert-info">You will only see this option if your administrator role includes the ''Manage Invoices'' [[Administrator Roles|permission]].</div> | ||
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| + | The '''Records to Display per Page''' setting in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''' determines the number of invoices per page. | ||
==With Selected== | ==With Selected== | ||
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===Mark Paid=== | ===Mark Paid=== | ||
| − | Creates an empty transaction thereby changing an invoice's status to Paid. | + | Creates an empty transaction thereby changing an invoice's status to ''Paid''. |
| − | + | If an invoice has a balance of 0.00, no further payment can be made against the invoice and so this option will not cause a change. Instead, you can change the invoice's status by editing it and using the '''Options''' tab to change the status manually. | |
===Mark Unpaid=== | ===Mark Unpaid=== | ||
| − | Changes an invoice's status to Unpaid only. | + | Changes an invoice's status to ''Unpaid'' only. |
===Mark Cancelled=== | ===Mark Cancelled=== | ||
| − | Changes an invoice's status to Cancelled only. | + | Changes an invoice's status to ''Cancelled'' only. |
===Duplicate Invoice=== | ===Duplicate Invoice=== | ||
| − | Creates a new invoice copying the selected invoice. The new invoice will be assigned the next available invoice number, contain the same line items and have the same | + | Creates a new invoice copying the selected invoice. The new invoice will be assigned the next available invoice number, contain the same line items and have the same invoice date, due date and payment method. |
Any transactions applied to the original invoice will not be applied or duplicated to the new invoice. | Any transactions applied to the original invoice will not be applied or duplicated to the new invoice. | ||
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===Mass Pay=== | ===Mass Pay=== | ||
| − | Select two or more invoices and click this button to generate a mass pay invoice. This new invoice can then be paid in a single transaction (saving on transaction fees) which will in turn mark the original invoices paid. [[Invoicing#Creating_Mass_Pay_Invoices| | + | Select two or more invoices and click this button to generate a mass pay invoice. This new invoice can then be paid in a single transaction (saving on transaction fees) which will in turn mark the original invoices paid. For more information, see [[Invoicing#Creating_Mass_Pay_Invoices|Invoicing]]. |
===Delete=== | ===Delete=== | ||
Clicking this button and confirming the deletion will permanently remove the invoice. Any transactions will remain. If the invoice relates to a service or domain, a new replacement invoice will not be created. | Clicking this button and confirming the deletion will permanently remove the invoice. Any transactions will remain. If the invoice relates to a service or domain, a new replacement invoice will not be created. | ||
Latest revision as of 17:18, 7 February 2024
The Invoices tab contains a list of all a client's invoices, tools for searching within them as well as options for managing invoices in bulk.
You can access this tab when you view a client's profile at Clients > View/Search Clients.
Contents
Search/Filter
At the top of the tab are the search and filtering fields. They can be used to find a specific invoice by its number, display only those with a certain payment method or status and invoices with a total due between minimum and maximum values you specify. There are also date fields which allow invoices created, due and paid on a specific date too.
The fields can be used in combination, for example by filling in the Payment Method, Status and Due Date fields one can search for Unpaid invoices with the PayPal payment method due on 01/01/2015.
Once the desired criteria have been specified, click Search.
Create Invoice
This button creates a custom invoice. Clicking the link immediately creates an empty invoice to which line items can be added as desired. This link will not trigger the sending of an email to the client.
Invoice List
The paginated list displays all of the client's invoices.
- Click a column's heading to sort by that column.
- Click the invoice number to view that invoice or, in WHMCS 8.9 and later, click View to view the invoice.
- Click the invoice total to see a preview of the invoice items.
- In WHMCS 8.9 and later, click Edit to edit the invoice. You will only see this option if your administrator role includes the Manage Invoices permission.
The Records to Display per Page setting in the General tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings determines the number of invoices per page.
With Selected
The following options can be performed on invoices en-mass by selecting one or more invoices using the corresponding checkboxes on the left-hand side and clicking the appropriate button.
Mark Paid
Creates an empty transaction thereby changing an invoice's status to Paid.
If an invoice has a balance of 0.00, no further payment can be made against the invoice and so this option will not cause a change. Instead, you can change the invoice's status by editing it and using the Options tab to change the status manually.
Mark Unpaid
Changes an invoice's status to Unpaid only.
Mark Cancelled
Changes an invoice's status to Cancelled only.
Duplicate Invoice
Creates a new invoice copying the selected invoice. The new invoice will be assigned the next available invoice number, contain the same line items and have the same invoice date, due date and payment method.
Any transactions applied to the original invoice will not be applied or duplicated to the new invoice.
Send Reminder
Sends the invoice payment reminder email for the selected invoice to the client.
Merge
Select two or more invoices to merge the invoice items within together. The lower numbered invoice will be merged into the invoice with the higher number, leaving only the invoice with the higher number behind.
Mass Pay
Select two or more invoices and click this button to generate a mass pay invoice. This new invoice can then be paid in a single transaction (saving on transaction fees) which will in turn mark the original invoices paid. For more information, see Invoicing.
Delete
Clicking this button and confirming the deletion will permanently remove the invoice. Any transactions will remain. If the invoice relates to a service or domain, a new replacement invoice will not be created.