Knowledgebase

Invoice Management

Invoice Management

An invoice is a commercial document that is issued by a seller to a buyer, relating to a sale transaction and indicates the products or services, their quantities and the agreed prices the seller had provided the buyer. G7Bill offers the ability to view and manage invoices.

What is an invoice used for

  1. Request timely payments from clients
  2. Keep track of sales
  3. Keep track of inventory
  4. Record business revenue
What does an invoice contain

An invoice may contain the following information:
  • The name, address and related contact information of the client
  • Date when the invoice was generated
  • Invoice number
  • Description of the services and or products purchased
  • Payment methods & terms
  • & so much more ...
Some of the features of invoices generated within G7Bill

  • Generate and manage invoices
  • Automatic billing and invoicing
  • Online payment gateways
  • Invoice payment history
  • Automatic invoice numbering
  • Support numerous currencies
  • Recurring invoices
  • Easily map and import data
  • Third party integration
How does an invoice get into G7Bill

The means through which an invoice gets into the G7Bill include but are not limited to:
  1. When a customer orders for a service
  2. When a customer renews a service
  3. When a renewal is initiated by the system
  4. When an invoice is manually added into the system
How to Locate an Invoice

From your administrative dashboard, on the left main menu navigate to Invoices under Accounts as shown in the below screenshot



What can be done on the invoices page

Searching or downloading invoices

To search or download an invoice, expand Report Statistics & Controls Tab by clicking on the plus sign on the tab. You then have to select the criteria you would like to use to search for such as invoice number, invoice date, ownerid among others by choosing it from the drop down where the left arrow is pointing. Enter the search query in the space where the right arrow is pointing and click on either search or download depending on what you would like to do.



Viewing a report about invoices

You can be able to view more details about invoices by clicking on the plus button next to the invoice whose details you are interested in. This will help you know the status of the invoices, the amount that was paid by the client, the amount that is due, the date when the payment was made, the items that were paid for, the transaction ID among other details.

It is also possible to view details of the actual invoice that was sent to the client by clicking on the invoice number as shown in the screenshot below.



Invoice statuses

Open
An invoice has not yet been paid
  
Closed
An invoice has been fully paid
  
Voided
An invoice has been cancelled
  
Refund
An invoice has been refunded
  
Overdue
An invoice has passed its due date
  
Hold
A state where you do not want the invoice canceled