The Invoices window displays a general overview of all invoices, issued to all clients in the database. It can be used to identify currently unpaid invoices, obtain a total of balance due according to all invoices issued, as well as to quickly issue a large amount of invoices.
The options available for this window are the same as those for Invoices tab of Client window. The major differences are:
The Invoices to Clients window displays all invoices for all clients.
New invoices cannot be created using this window.
Existing invoices cannot be deleted or voided using this window.
The Mass Invoicing button can be used to quickly create multiple invoices for multiple different clients with a few clicks.
Filters
Use the Status filter drop-down list to display only invoices with a specific status.
Use the Approved filter drop-down list you can select to display only those invoices which have or have not been approved by the project manager.
Invoice Status
Currently issued invoices can marked in one of the four colors, depending on the status of the invoice:
Green — the invoice is Outstanding and is expected to be paid soon.
Blue — the invoice is Outstanding and is expected to be paid today.
Red — the invoice is Outstanding and its payment is overdue.
Black — the invoice has been Settled (paid) or Voided.
Note:
You can change these colors in the Colors:
Status tab of the User Settings menu in the Backstage view.
Projetex automatically assigns statuses to Invoices depending on the Payment Terms set for each client.
See also: