Module [Invoices, Revenue, Credit notes]

Operating Income Module in Our System: Invoice, Revenue, and Credit Notes

Navigate through the Accounting System on the left navigation bar and select “Income” to access the following options: Invoice, Revenue, and Debit Notes.

Invoice

Viewing Invoices:

The list displays both module-created invoices and those converted from proposals.

Search: Easily find invoices by entering criteria and using the search button. Clear the search to view the full list.

Create: Generate a new invoice by entering customer details, dates, categories, items, amounts, etc. Manually add items with the “add item” button.

Export: Download the list of invoices.

Invoice ID: Access details, update status, send reminders, resend, and download invoices.

Link: Obtain a shareable link with download and pay now options for direct use or email attachments.

Duplicate: Create a copy of an existing invoice, useful for repetitive transactions.

View: Review invoice details and update status.

Edit: Modify existing invoices.

Delete: Remove specific invoice records.

Template Changes in Download Invoice:

• Customize the downloaded invoice PDF template under Accounting System > Print Settings.
• Edit proposal, invoice, and bill print templates.
• Select Invoice print settings, choose templates, set theme color, upload logo, preview layout, and save as the default template.

Revenue

Off-Platform Payments:

• Manage payments not processed through the system or paid in cash.
• Search and clear search options are available.
• Create: Record off-platform payments with details like date, amount, account, customer, description, category, and reference. Upload payment receipt.
• Search/Clear Search: Filter entries by date, account, customer, or category.
• Download: Download uploaded receipts.
• View: Review uploaded receipts.
• Edit: Modify entry details.
• Delete: Remove entries.

Credit Notes

Adjusting Invoice/Receipt Amounts:

• Under Accounting System, select “Invoice” and then “Credit Notes.”
• Create: Generate credit notes by selecting an invoice, and entering the amount, date, and description.
• Credit Note/Invoice ID: View details, update status, and manage credit notes.
• Edit: Modify credit note values.
• Delete: Remove specific credit notes.

Explore Related Articles for more information on different aspects of our system, including expense bills, payments, debit notes, and other system settings.

Related Articles

Estimates, Invoice, and Print Settings: https://workdo.io/documents/estimates-invoice-print-settings/

Expanse Bill, Payment, and Debit Note: https://workdo.io/documents/expense-bill-payment-debit-note/