Clients:Invoices Tab - Revision history

SarahK at 17:18, 7 February 2024

2024-02-07T17:18:27Z

SarahK: /* Invoice List */

2022-05-13T19:30:44Z

‎Invoice List

SarahK: /* Invoice List */

2022-05-13T19:29:52Z

‎Invoice List

SarahK: /* Mass Pay */

2022-05-12T19:29:22Z

‎Mass Pay

SarahK at 20:03, 19 April 2022

2022-04-19T20:03:24Z

SarahK at 21:18, 1 March 2022

2022-03-01T21:18:42Z

SarahK at 16:18, 5 August 2020

2020-08-05T16:18:30Z

DanR: /* Duplicate Invoice */

2020-06-30T13:07:07Z

‎Duplicate Invoice

PeterB: DOCS-6834

2019-10-30T16:48:18Z

DOCS-6834

John at 15:07, 4 December 2014

2014-12-04T15:07:45Z

@@ Line 20: / Line 20: @@
 ==Invoice List==
-−
 The paginated list displays all of the client's invoices.
-−
-* Click the table headings to change the sorting order.
+* Click a column's heading to sort by that column.
-* Click the invoice number to view/edit the invoice.
+* Click the invoice number to view that invoice or, in WHMCS 8.9 and later, click '''View''' to view the invoice.
-* Click the invoice total to see a preview of the invoice items without leaving the current page.
+* Click the invoice total to see a preview of the invoice items.
+* In WHMCS 8.9 and later, click '''Edit''' to edit the invoice. <div class="docs-alert-info">You will only see this option if your administrator role includes the ''Manage Invoices'' [[Administrator Roles|permission]].</div>
 The '''Records to Display per Page''' setting in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''' determines the number of invoices per page.

@@ Line 21: / Line 21: @@
 ==Invoice List==
-The majority of the page is taken up by a paginated list of the client's invoices.
+The paginated list displays all of the client's invoices.
 * Click the table headings to change the sorting order.

@@ Line 21: / Line 21: @@
 ==Invoice List==
-The majority of the page is taken up by a paginated list of the client's invoices. The '''Records to Display per Page''' setting in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''' determines the number of invoices per page.
+The majority of the page is taken up by a paginated list of the client's invoices.
 * Click the table headings to change the sorting order.
 * Click the invoice number to view/edit the invoice.
 * Click the invoice total to see a preview of the invoice items without leaving the current page.
 ==With Selected==

@@ Line 61: / Line 61: @@
 ===Mass Pay===
-Select two or more invoices and click this button to generate a mass pay invoice. This new invoice can then be paid in a single transaction (saving on transaction fees) which will in turn mark the original invoices paid. [[Invoicing#Creating_Mass_Pay_Invoices|Further Information]].
+Select two or more invoices and click this button to generate a mass pay invoice. This new invoice can then be paid in a single transaction (saving on transaction fees) which will in turn mark the original invoices paid. For more information, see [[Invoicing#Creating_Mass_Pay_Invoices|Invoicing]].
 ===Delete===
 Clicking this button and confirming the deletion will permanently remove the invoice. Any transactions will remain. If the invoice relates to a service or domain, a new replacement invoice will not be created.

@@ Line 13: / Line 13: @@
 The fields can be used in combination, for example by filling in the Payment Method, Status and Due Date fields one can search for Unpaid invoices with the PayPal payment method due on 01/01/2015.
-Once the desired criteria have been specified, click the '''Search''' button.
+Once the desired criteria have been specified, click '''Search'''.
 ==Create Invoice==
@@ Line 21: / Line 21: @@
 ==Invoice List==
-The majority of the page is taken up by a paginated list of the client's invoices, the number of entries per page is defined in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. Click the table headings to change the sorting order.
+The majority of the page is taken up by a paginated list of the client's invoices. The '''Records to Display per Page''' setting in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''' determines the number of invoices per page.
-Click the invoice number to view/edit the invoice. Click the invoice total to see a preview of the invoice items without leaving the current page.
+* Click the table headings to change the sorting order.
 ==With Selected==
@@ Line 31: / Line 33: @@
 ===Mark Paid===
-Creates an empty transaction thereby changing an invoice's status to Paid.
+Creates an empty transaction thereby changing an invoice's status to ''Paid''.
-'''Note:''' If an invoice has a balance of 0.00 no further payment can be made against the invoice so option will not cause a change. In this case the invoice's status can be changed by editing the invoice and using the Options tab to change the status manually.
+If an invoice has a balance of 0.00, no further payment can be made against the invoice and so this option will not cause a change. Instead, you can change the invoice's status by editing it and using the '''Options''' tab to change the status manually.
 ===Mark Unpaid===
-Changes an invoice's status to Unpaid only.
+Changes an invoice's status to ''Unpaid'' only.
 ===Mark Cancelled===
-Changes an invoice's status to Cancelled only.
+Changes an invoice's status to ''Cancelled'' only.
 ===Duplicate Invoice===

← Older revision		Revision as of 21:18, 1 March 2022
Line 1:		Line 1:
	{{Client Management}}		{{Client Management}}

		+	The '''Invoices''' tab contains a list of all a client's invoices, tools for searching within them as well as options for managing invoices in bulk.
		+
		+	You can access this tab when you view a client's profile at '''Clients > [[Client Management\|View/Search Clients]]'''.

−	The Invoices tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Invoices". It contains a list of all a client's invoices, tools for searching within them as well as options for managing invoices en-mass.
	[[File:client_invoices.png\|thumb\|Client Invoices Tab]]		[[File:client_invoices.png\|thumb\|Client Invoices Tab]]

@@ Line 43: / Line 43: @@
 ===Duplicate Invoice===
-Creates a new invoice copying the selected invoice. The new invoice will be assigned the next available invoice number, contain the same line items and have the same status, invoice date, due date and payment method.
+Creates a new invoice copying the selected invoice. The new invoice will be assigned the next available invoice number, contain the same line items and have the same invoice date, due date and payment method.
 Any transactions applied to the original invoice will not be applied or duplicated to the new invoice.

@@ Line 1: / Line 1: @@
-<br/><br/>{{Client Management}}
+{{Client Management}}
@@ Line 9: / Line 9: @@
 At the top of the tab are the search and filtering fields. They can be used to find a specific invoice by its number, display only those with a certain payment method or status and invoices with a total due between minimum and maximum values you specify. There are also date fields which allow invoices created, due and paid on a specific date too.
-The fields can be used in combination, for example by filling in the Payment Method,   Status and Due Date fields one can search for Unpaid invoices with the PayPal payment method due on 01/01/2015.
+The fields can be used in combination, for example by filling in the Payment Method, Status and Due Date fields one can search for Unpaid invoices with the PayPal payment method due on 01/01/2015.
 Once the desired criteria have been specified, click the '''Search''' button.

← Older revision		Revision as of 15:07, 4 December 2014
Line 1:		Line 1:
		+	<br/><br/>{{Client Management}}
		+
		+
	The Invoices tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Invoices". It contains a list of all a client's invoices, tools for searching within them as well as options for managing invoices en-mass.		The Invoices tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Invoices". It contains a list of all a client's invoices, tools for searching within them as well as options for managing invoices en-mass.
	[[File:client_invoices.png\|thumb\|Client Invoices Tab]]		[[File:client_invoices.png\|thumb\|Client Invoices Tab]]