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The Invoices &
Payments tab gives access to functions for working with
invoices and credit notes.
The following picture shows the Invoice & Payments tab.
The tab shows a list of the invoices and credit notes raised
with SliQ.
The buttons at the top of the tab provide functions to raise new
invoices, print or email the selected invoice, record payments and
so on.
At the bottom are 2 or 3 tabs depending on the item selected in
the list of invoices and credit notes. The tabs display:-
1. A Summary tab. This
displays customer details and ageing information, i.e. when payment
is due and how much is outstanding, for the selected invoice or
credit note. The tab also displays the details of payments made
against the selected invoice/ credit note.
2. A Notes tab. This
allows you to make on the invoice.
The notes are not included on the invoice or credit notes sent
to customers.
3. A Recurring Details
tab.
If an invoice is marked as recurring, this tab allows you to view
edit the recurring details, e.g. the frequency at which a copy of
the invoice is automatically raised.
See also colour-coding
invoices.
See Also
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Creating a Quote based on an invoice |
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Saving an
Invoice in PDF form |
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Recording a Payment for an
invoice |
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