Invoice management is only for the administrators and finance staff. 

To access this option go to the CRM 🡪 Invoices.

In this section, you can find quotes, pending invoices, issued invoices and paid invoices. There are options to search and filter the quotes and invoices.

When a job is finished and approved, an invoice is automatically created regarding costs parameters (previously defined via costs and assay details). The financial administrator can retrieve this menu of all invoices created.


Note

Quote status is listed by default & you might see empty page. To view invoices please, select in filter tab, Pending status.



1. You can merge invoices if you want. You just need to check the box in front of job number and click on merge to merge the invoices. You will receive a pop-up asking if you want to merge. You just click on OK and you will be redirected to a page, where you can download the merged invoice PDF, edit the merged invoice or export it as CSV.



2. You can export the list of invoices in a CSV format. You can also perform a search and export the list of invoices according to your search.

3. Invoices can be exported as .iif (quick-books) file types.

4. This tab allows you to filter your invoices according to date, job number, status, etc. You can apply and clear the searches using the buttons.


5. You will see the list invoices with of check-boxes to select the invoices for further actions like merge, etc.


Double clicking on a line will provide more detailed information on a particular job invoice. The sample list and costs per sample/test will be available in the lower portion of the screen. The upper portion allows finance staff (or admins) to edit the status of the order (quote/pending/issued/paid), provide details on when invoices were issued and paid. Additionally, the tax rate and discount can be edited.


This information is also possible to edit using the API.


The invoice can then be generated as either a PDF or CSV file.




1) Job Number: This will contain the job number. The settings for this can be set in  Admin 🡪 Setup 🡪 Job & sample naming.

2) Invoice Number: This will be the prefix before your each invoice number.The settings for this can be set in  Admin 🡪 Preferences 🡪Costs.

3) Status: Here you can see different status of the invoices.



4) Tax/Vat Rate: This is the rate you can set this by adding or editing the requester detail to CRM 🡪Requesters

5) Purchase Order: Here you can add the purchase order number.

6) Requester: Here you will see the name of the requester linked to the job of the invoice. You can set this by going to CRM 🡪Requesters

7) Date Issued: Here you can set the date of the invoice to  when it was issued.

8) Date Paid: Here you can set the date of the invoice to  when it was paid.

9) Discount: Here you will see the discount that is set when the requester is created by going to CRM 🡪Requesters

10) ERP/CRM: Here you can add the number if you have the invoice number on a ERP/CRM software on your side.