Invoices

Under the Accounts on the menu will be an overview and three sections - Invoices; Reconcile and Transactions.

This shows all the various types of invoices on the system

All of these pages contain a lot of information and will need to be scrolled along from the bottom of the screen.

All of the main headings can be filtered to make finding something specific easier.

Awaiting Payment = those clients that haven't paid yet

Paid Invoices = all invoices that have been paid by clients on the system

All Invoices = all invoice on the system

Not Invoiced = those policies that have not had an invoice created for them.

Discrepancies = anything that isn't quite right.

The options available with the three dots for Awaiting Payment is:

The options available with the three dots for Paid & All Invoices is:

Under "Not Invoiced" is Create Invoice.