Invoices

The Invoices module helps you manage and track all your invoices. You can also view related estimates and jobs.

Viewing Invoice Details

• Each invoice displays its Due Date, Remaining Balance, and Total Amount in separate columns.
• Use the search bar to find an invoice by invoice number or company name.
• Click on Unpaid, Overdue, or Paid to filter invoices by status.
• Select a date in the Date Field to view invoices for a specific time frame.
• To see payments received for invoices, click More Actions > View Payments.

Payments Screen

The Payments section displays:

• Invoice Numbers
• Customer Names
• Payment Methods
• Amounts Received

Search for payments using keywords or filter by date range. Click the three dots next to a payment to edit or delete it.

Invoice Actions

Click the three dots on the right of an invoice to access these options:

1. Edit – Modify an existing invoice.
2. Copy/Clone – Duplicate an invoice.
3. Preview – See how the invoice looks based on the template.
4. Send – Email the invoice to a customer. If Stripe is set up, customers can pay online via the Pay Online button.

4. Send – Email the invoice to a customer. If Stripe is set up, customers can pay online via the Pay Online button.

5. Print – Print a physical copy of the invoice.

6. View Estimate – If the invoice was converted from an estimate, you can view it. (If greyed out, no estimate is linked.)

7. View Job Report – See job details like notes, attachments, and tasks. (If greyed out, no job is linked.)

8. Receive Payment – Record a payment for an invoice. If paying by card, ensure Stripe is integrated. After saving, the invoice is marked as Paid.

9. Delete – Remove an invoice.

Syncing Invoices with QuickBooks

Industrack syncs invoices only to QuickBooks:

1. Select invoices to sync.
2. Click More Actions > Mark for Sync.
3. Click YES to confirm.
4. The invoice status will change to Ready for Sync.
5. Once synced, the invoice status in Industrack will revert to Unpaid.
6. If marked Paid in QuickBooks, the status will update to Paid in Industrack after the next sync cycle.