Get Invoice Details
Search through Invoices to view buyer, lot & sale information and the amounts.
Select the "Sales" admin tab
Select the Sale you wish to search the invoices of (Sales can be searched by sale number and name or filtered by department and status)
Select the "Buyers" tab
Select the blue link "View all invoices" under the Invoice Remaining Buyers box on the right
Invoices can now be searched by invoice number, name, email, phone or buyer number. The grey drop-down box can also be used to filter based on status (paid, due or cancelled). To get Invoice details select the Invoice number link.
Add an Invoice
Invoice Buyers Individually
Select the Sale for which you wish to generate a buyer invoice. (Sales can be searched by Sale number or name, or filtered by Department and Status on the right under the "Sales" admin tab)
Select the "Buyers" tab
Select the left buyer number link of the buyer you wish to invoice. (Buyers can be searched by buyer number, name, email or phone. Use the drop-down box to view only Successful Buyers).
Select the white "Generate Invoice" on the right
An Invoice will be generated and added under "What's Owing" in the "Accounts" tab
Invoice Remaining Buyers
Generate invoices for buyers who have not been invoiced yet.
Select the Sale for which you wish to invoice the remaining buyers (Sales can be searched by Sale number or name, or filtered by Department and Status on the right under the "Sales" admin tab)
Select the "Close" tab
Select the red "Invoice Remaining"
If the button is unable to be selected all the items within the sale will have already been invoiced
Cancel an Invoice
Invoices that haven't been paid yet can be cancelled
Select the Sale you wish to delete an invoice from (Sales can be searched by Sale number or name, or filtered by Department and Status on the right under the "Sales" admin tab)
Select the "Buyers" tab
Select the blue link "View all invoices" under the Invoice Remaining Buyers box on the right
Select the invoice you wish to cancel (Invoices can be searched by invoice number, name, email, phone or buyer number)
Select the Settings Icon in the top right
Select "Cancel Invoice"
Confirm by selecting the blue "Yes"
You can't cancel an invoice that has already been paid. To do this you have to cancel the receipt.
Print & Email Invoices
Select the "Accounts" admin tab
Select the open invoice under the main What's Owing tab by selecting the date (These can be filtered by start date, finish date and type or searched by client, reference and amount)
Select the white "Email" or "Print"
Confirm by following the pop-up box's instructions
Pay an Invoice
Select the Invoice you wish to pay (Invoices can be filtered by start dates, finish dates and type or searched by the client, reference and amount under "What's Owing" in the "Accounts" admin tab)
Select the blue "Pay Now" on the top right
Fill in the payment method and reference then fill in the first payment amount that's being accepted.
Select the green "Confirm Payment Received"
💡 Accept Multiple Payments: Fill in the amount paid each time under Pay Now. A Receipt for the amount will be generated and the outstanding amount listed under the What's Owing Accounts section until the full amount is paid off.
Print Buyer Sales Statement
A single buyer can have multiple items and thus multiple invoices for the one Sale. View all their invoices and expenses in a Buyer Statement.
Select the "Buyers" tab under the desired Sale
Choose the Buyer you wish to generate a Buyer Statement for by selecting their Buyer Number on the left
Select the white "Print" on the right under "Buyer Sales Statement". The Print page should pop up where you can edit settings and print.
