Select "Invoices" -> "View all"
| ID | Auto generated | invoice ID, Unique, generated by system. |
| Order ID | The order ID corresponding to this invoice | |
| Customer name | The customer name corresponding to this invoice | |
| Customer PO | The purchase order information left by the customer | |
| Payment | Unpaid/Partially Paid/Paid/Awaiting Payment | |
| Status | New/Email Sent/Completed/Cancelled | |
| Cost | Cost of this order | |
| Total | Total price for this order | |
| Balance | The balance of this invoice | |
| Ref. |
Reference |
|
|
Date Duedate |
The create date of this invoice The due date of this invoice |
|
| Email Date | The date of sending this invoice to customer by email | |
| Options |
Details/Email/Allocate Credit/Refund/PDF View/Download PDF |
|
| Type |
Invoice Credit note |
|
| Overdue | Less 30 days/30-60 days/60-90 days/Over 90 days/All Overdue | |
| Xero sync | Unsynchronized invoices/Unsynchronized payment |
Select "Invoices" -> "Add Payment"
| Company Name |
Existing customers: Enter company name/phone to search New customers: Add new customer before create new sales order |
|
| Customer ID/Balance/Credit/Memo | Auto fill, cannot be modified in this page, information from customer information page | |
| Billing info/Shipping info | Auto fill, can be modified in this page, information from customer information page | |
|
Customer PO |
The purchase order information reserved by the customer | |
| Order source | required | Email order/Phone order/Office order/Sales/Others |