Invoices

      Manage Invoice #

• This displays a list of all invoices, allowing you to see the details of each one at a glance.
• Manage Invoice page displays a list of invoices with key information like the invoice date, client email address, amount, payment status, and options for taking action on each invoice.
• The invoice table displays the following details:
  • Invoice Date — The date the invoice was issued.
  • Client Email — The email address associated with the client.
  • Amount — The total amount for the invoice (in USD).
  • Payment Status — Displays the current status:
    •  Success (Paid)
    • Pending (Awaiting payment)
    • Failed (Payment not completed)
  • You can also change the status, by clicking  the Edit (pencil) icon next to the current status.

• • A Change Payment Status popup will appear.

• • Click the Payment Status dropdown to view the available options:
    • Pending — Payment is not yet received.
    • Success — Payment completed successfully.
    • Failed — Payment attempt was unsuccessful.
    • Refund — Payment was refunded to the client.
  • Select the appropriate status.
  • Enter the Transaction ID if available.
  • Select the Payment Method used by the client (e.g.,Paypal, Stripe, Razorpay, Test mode, Credit, Bank).
  • Once all information is updated, click the “Submit” button to apply the new status.

• • The Payment Status on the invoice list should immediately reflect the new status.
  • Action Buttons — Options for managing invoices, including:
    • • View Invoice
      •  Share Invoice
      • Delete Invoice

• Create Invoice: This button takes user to the “Create Invoice” page where you can create a new invoice for a client.
• Select Filter: This filter allows user to narrow down the list of invoices displayed client name.
• Search: The search bar enables you to quickly find a specific invoice by entering  client name.
• Action: Each invoice has an “Action” column with buttons for viewing the invoice details, sharing it with others, or deleting it from the system.
• Overall, the “Manage Invoice” section provides a streamlined way to organize, track, and manage your invoices efficiently.

Create an Invoice #

• To create an invoice, follow these steps on the “Manage Invoice” page:
• Click on the “Create Invoice” button located on the left side in Invoices section of the left side bar menu or right side of the “View All Invoices” page.
• You will be redirected to the “Create Invoice” page.

Follow these steps to fill in the client details and create the invoice:

• Choose the client’s email address from the dropdown list, or add a new client by clicking the “Add new” button.
• When click on the “Add new ” button , a modal dialog box will open.

In the modal dialog box,

• Enter the client’s first name.
• Enter the client’s email address.
• Enter the client’s phone number.
• Enter the client’s address.
• Select the project from the dropdown menu.
• Click the “Submit” button.
• A success message “Client has been added” displays.
• Click on the “Ok” button.
• This client is added in  the client’s email address dropdown list.
• The client-related information will appear in the fields for Select project, Client name, Client address, and Client email.
• Select the project from the “Select Project” dropdown list.
• Enter the invoice date and select the currency.
• The “Add Order and Accept Payment Later“ option allows you to create an invoice without immediately processing the payment.

• Input the item details including service, package/description, rate, and amount.
• User can add multiple services with package/description, rate and amount by clicking on the “Add Items” button.
• Choose the discount type (Percentage or Amount) and enter the discount value.
• The total discount will be calculated automatically.
• Click on the “Generate Invoice” button to finalize and create the invoice.

• The generated invoice displays on the “Manage Invoice” page.

• User can view the generated invoice by clicking the “View” icon button in the Action column.
• The generated invoice link is sent to the client’s email inbox.

• Click on the link in the mail.
• An invoice will display.

• Click on “Proceed to payment” to display payment options.
• The client will then make the payment using the available payment options.
• The generated invoice can be shared with the client by clicking on the share icon button in the Action column.
• To delete the generated invoice, click on the delete icon button in the Action column.