Detailed Explanation:
The All Invoices module provides a comprehensive view and management options for all invoices created within the system. In this module, users can easily monitor the invoice aging — that is, how long invoices have been outstanding. The system categorizes invoices into different aging periods such as:
- Above 90 days
- 60–90 days
- 30–60 days
- Below 30 days
This breakdown helps in identifying overdue payments and managing outstanding receivables effectively.
Within this module, you can view all created invoices at a glance. There are also multiple functionalities available at Action near the particular invoice:
- Edit invoices: Make necessary corrections or updates to existing invoices.
- Offset invoices: Mark invoices as settled or partially settled against received payments.
- Create delivery orders: Directly generate delivery orders related to the invoiced services or products.
- Print invoices: Generate a print-ready version of any invoice.
- Download invoices: Save invoices locally for offline access or record-keeping.
- Check invoice activity: Track all actions and updates made to each invoice (like edits, approvals, or payment status changes).
- Mail invoices: Send invoices directly to clients via email from within the system.
Additionally, under the Action menu, you can perform important tasks such as:
- Run Invoice: Process pending invoices.
- Run History: View the history of invoice processing activities.
- Invoice Log Report: Access detailed logs showing all changes and transactions related to invoices.
- Invoice Aging Report: Generate reports that show how long invoices have been outstanding.
To make searching and reviewing easier, the module provides a filter option where users can select a specific date range to view only the invoices created or updated within that period.
For data management and reporting purposes, the module also supports:
- Exporting invoices to Excel format, allowing further analysis or record-keeping outside the system.
- Generating an Invoice Summary Report, which gives a concise overview of all invoicing activities over a selected period.
This module ensures that managing invoices becomes streamlined, efficient, and fully trackable, greatly supporting the financial and operational workflows of the organization.