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View Invoices and Edit Payments

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View Invoices
View issued invoices under the Online Invoicing module.

W3B lists invoices under Open Invoices, Overdue Invoices and Paid invoices (last 30 days).

Online Invoicing system is included in all W3B editions, together with CRM/Sales and Online Project Management.

View Invoices

View Invoices

Filter by Customers
To view invoices for a customer, click on that Customer Name in the left panel (see below image). On the right side, view invoices grouped under Unpaid section and Payment History section.

Filter by Customer

Filter by Customer

View and Edit Payments

There are cases when you need to correct the payments. Such as Check NumberPayment Date or Amount.  To do that, click on the line under Payment History and choose Edit. Within the edit screen you can correct the values and press Save. Also, with enough rights, you can delete the payment lines and create them again.

View and Edit Payments

View and Edit Payments

The post View Invoices and Edit Payments appeared first on Web3Box Software.


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