How can I manage invoices in RepairDesk?
Manage Invoices
On RepairDesk's main screen, simply click on Repairs and select Manage invoices from the list. You will land on the main listing page of invoices. From here you can sort invoices or search for specific ones via Search Filter, Create a New Invoice, Export Invoices in the form of CSV file, perform various actions on single or multiple invoices and view status of invoices via graphical representations.
Filter Invoices
Sort your invoices through our powerful search filter. Just click on Search Filter button on Manage Invoices screen, enter parameters in relevant fields and hit the Search button. All invoices falling into mentioned criteria will be displayed.
In RepairDesk you can search invoices on the basis of:
Keyword - Filter invoices on the basis of Invoice ID or Customer Name
Product Type - View invoices belonging to a particular service or product type i.e. repairs.
Status - View only those invoices which have the mentioned payment status i.e. paid, unpaid, etc.
From date - Show all invoices from a particular date
To date - View all invoices till a particular date
Customer Group - Show Invoices pertaining to a specific Customer Group
Export Invoices
Click on Export Invoices to download a CSV file comprising of key details about each invoice. Once you have clicked on the button, the CSV file will be automatically downloaded to your system.
You can also download individual invoices as PDF.
Create a New Invoice
When you process a transaction via POS and checkout, after confirming payment, RepairDesk automatically creates an Invoice for the transaction or ticket.But you can also create an invoice directly from Manage Invoices. Click on Create Invoice button.
You will be taken to a screen where you can enter relevant information such as adding an existing or new customer to an invoice, add a new or existing product to an invoice, and mention order details.
Once done, click on Save to create an invoice.
You can create an invoice from the ticket screen as well.
Perform Action on Multiple Invoices
RepairDesk enables you to perform actions on multiple invoices in a single go! To learn more, please click here.Customize Invoices
You can customize invoices as per your requirements in RepairDesk. To know about how to customize invoices, please go through this article. You can also choose to customize Invoice ID.Add Payments
In RepairDesk you can easily add a payment for an invoice. Just click on Action button against an invoice and select Add Payment option. Enter the amount, payment method, date and notes and confirm payment to be included in Invoice.
If you consider adding payment to invoice one by one to be a very tedious task, don't worry! RepairDesk enables you to add payments to multiple invoices in a couple of clicks. You can read about this functionality in detail from here.
Graphical Representation
On Manage invoices there are two graphical charts along with stats which give you a holistic view of your revenue stream.A. Payments
This graph shows you the amount of invoices which has been received or is currently due and yet to be collected from customers.
B. Status
Status graph displays invoices according to their payment status.
C. Stats
Stats tell you how much revenue amount is outstanding along with the amount of tax collected.
FAQs
Q. How can I view invoices that are generated from tickets?
A. You can view invoices that are generated from tickets or without tickets by selecting the Reference criteria from the Select Criteria drop-down.
Follow the following steps:
Go to the Invoices listing page.
Click on the Select Criteria dropdown and select the Reference criteria.
Click on any of the desired options from the reference dropdown.
After selecting any of the above options, click on the search button to view the results.
Note: You can also add the internal notes on already existing Invoices
Manage Invoices > Create Invoice or update Invoice
After adding the internal notes, you can view them or edit them by clicking on the invoice from the listing.
After selecting the invoice from the listing page, you can see the added internal notes under the private comments tab at the bottom of the screen
If you want to restrict your employees from changing the internal notes, you can also do that.
In order to restrict your employee from changing the internal notes, you have to disable the permission against your employees by going to the roles and permission section.
Settings > Employees > Manage Roles and permission > Invoices > change internal notes
After disabling the permission, your employee wouldn’t be able to edit the internal notes.
A. RepairDesk provides you multiple triggers from where you can manage access of various parts of the app. You can also change settings for your employees, enabling or restricting them from modifying prices on invoices. To do so:
1. Head to Roles Permission under Employees in Settings.
2. Select Employee Role.
3. Click on Invoices section to expand section and view triggers.
4. Disable the trigger "Change Price & Tax".
5. Click on Save Changes.
Now employees belonging to the selected role cannot modify prices or tax in invoices.
