Once you save an invoice, either as issued or draft, you can have a full view of the document page of the invoice. You will find different buttons around it, such us the appearance settings shortcut, its link, payment buttons as long as available payment gateways and private notes. Don't forget that much of the management options per invoice are available on the view, with direct buttons or through the "...More" list.
Prior to reading the article, you may find it useful to try adding a new in invoice: open it so you can try the features described below.
Image: Cropped version of a sample invoice using a 'strict' template design.
On the top right corner of the invoice, you will find its current status. The indication does not appear on the pdf version of the document.
The two buttons marked on the top left corner of your invoice are the
Appearance options button (to change template, content, items on the invoice) and the Permalink for your client -in case you need to copy-paste the link of your invoice to a different platform.
On your right side, you will find the options you can use to manage your invoice. Edit, Pdf, Print, email, attachments and ...(More) buttons.
You can use this field to enter for information available only to you and your team. After typing, click anywhere outside the field to see it being saved.
Right underneath you will find the payment gateways box. You can then enable or disable them by putting a simple "check mark" , as shown below.
Please note, that, online payment gateways will be available once you set them up in Elorus.
Click the "Edit" button of the box below to add a tracking category on the invoice. This may as simple as the name of a salesman closing the deal or the geographic location of the client -anything that you feel will assist with your business reporting, as those categories can be used with Elorus's reporting tools.
The date and time of creation, last modification, 'created by' user name and last time the invoice was sent by email can be found at a glance.
The final part of the invoice shows:
- The 'new payment' button if the invoice is Unpaid (Statuses: Issued, overdue) and amount due.
- Related payments received to the invoice it the invoice is Paid.
- Related payments received, the 'new payment' button and amount due if the invoice is Partially Paid. (image below)
You will find more detail on the options described above in the related "Invoice payment" article.