Accounting

Invoice

The Invoice provides a detailed statement of billing for products, services, or subscriptions. It includes essential information such as the invoice number, date, customer details, itemized charges, taxes, discounts, and total amount due. Users can view, download, or print the invoice for payment, record-keeping, or auditing purposes.

Add Invoice

To add an invoice, go to the Sales/Invoice page and click "Add Invoice" from the Actions dropdown.
While adding the invoice, select the subscriber, enter the title and amount, then click submit.

Invoice Attributes

Number	Attribute	Description
1	Subscribers	Select the subscriber associated with the transaction from the provided list.
2	Title	Enter a descriptive title for the transaction, summarizing its purpose.
3	Amount	Input the monetary value associated with the transaction.

View Invoice

If you want to see the invoice after it is generated, click on Trx ID to view the invoice details.
You can also download the invoice and send it via email.

Print

You can print the invoice by clicking on the Print button.
Simply click the button and then select Print.

Small Print

If you need a small print, click on the Small Print button.

Mass Delete

The Mass Delete feature allows you to delete multiple invoices, payments, or records at once, saving time and effort. Use this option carefully, as deleted items cannot be recovered.

Note: Starts and ends with a comma, Numbers separate points clearly.

Mass Status

The Mass Invoice Status feature allows you to update the status of multiple invoices at once. You can select the Invoice Status (e.g., Cancle) and apply it to one or more Selected Invoice IDs example ,1,2,3, making bulk management of invoices faster and more efficient.

Note: Starts and ends with a comma, Numbers separate points clearly.

Invoice Reports – Filters & Export (Excel / CSV)

Use the filters below to refine invoice reports before exporting:

Search – Quickly locate specific invoices.

Date Range – Select a period to view relevant entries.

Profile Type – Filter by customer or account category.

Select an Option – Apply additional parameters.

Along With Subscribers (On/Off) – Include subscriber-related details.

Invoice Status – Choose the status of invoices (Paid, Pending, Overdue).

Action By (Username) – Filter by the user who performed the transaction.

After applying filters, export the report in Excel (.xlsx) or CSV (.csv) format for analysis, sharing, or offline record-keeping.

Excel

CSV

Filter