Proper invoicing is the heart of your business. The quicker you get an invoice into the hands of a customer, the quicker you can get paid. With Industrack Invoices, you can quickly create an invoice from a preloaded price list or by pre-synced items from QuickBooks. Just fill in the necessary materials, services and labor hours.
Invoices can be printed, marked as sent or unpaid or paid or emailed to the customer. If a job is already completed, you can convert that job into an invoice with just a couple of clicks. A won estimate can also be converted into an invoice even before a job is completed. You can also convert multiple jobs into one invoice.
Invoices are discussed in detail on the Creating and Managing Invoices sections of the Invoice module.
To work on your invoices, go to Invoices on the module header. If the header is grayed out, you do not have any access to the module. If it does not appear on the header, your company account does not have access to it.
At the top of the page is a dashboard summarizing the status of the invoices. You will see the dollar value of invoices paid in the last 30 days, the value of invoices that are overdue and the value of invoices that are still open. At a glance, you are able to see the status of the invoices. These are updated every time an invoice is updated or created.
- Paid in last 30 days – These are invoices that have been marked as paid in the last 30 days.
- Overdue – These are invoices that remain unpaid beyond the set terms of payment.
- Open Invoices – These are invoices that have been prepared or sent to the customers but not paid and not yet due. The value of Invoices that have no terms indicated will be included here even if the invoice has not been paid for quite some time.
On the page, you will see the listing of all of your invoices that have been created using IndusTrack. The list gives you basic information about the estimates.
- Date – This is the date that the invoice was created.
- Number – This is the invoice number
- Company – This is the customer’s business name as indicated on their Address Book.
- Service Location – This is the service address where the job (if applicable) was done. This was added when the customer’s profile was created and this can be, but not necessarily, the customer’s address or location.
- Due Date – This is the date when the payment is due, based on the set terms of payment.
- Balance – This is the amount still due. It can be the whole invoice amount or what is left unpaid if partial payment was made.
- Total – This is the net total value of the invoice.
- Status – This is the stage where the invoice is currently at. It could either be unpaid, paid or overdue.
You can sort the list according to the invoice number, date, company/customer name, service location, due date, balance due, and total amount. Just click on the table header to sort the list alphabetically according to the selected header.
To search for a specific invoice, use the search bar at the upper left-hand corner of the page.
To view more invoices, click on the arrow at the bottom of the screen to go to the next page or edit the items per page field to show more rows.
Use the filters to narrow down the list of invoices.
Set the dates field to show invoices that were created between the selected dates.
Filter the invoice list according to status.