Introduction

The New Invoice Listing is a user friendly experience to manage your Invoices efficiently and access them quicker.

Navigating to Manage Invoices

To access the Manage Invoices, follow these steps:

1. Go to the 'Repairs' section.
2. Click on 'Manage Invoices'. After clicking on it, you'll land on the following invoice listing page.

Filters

The filter feature allows you to search and organize invoices based on specific criteria. Follow these steps to utilize the filter:

1. Click on the 'Filter' option.

2. Choose the search filter criteria such as Invoice ID, Invoice Status, Customer Name, Payment Date, Employees, Customer Name, Customer Email, Customer Mobile/Phone Number, Customer Group and Organization, Network, Product Type, Provider ID.

3. Save your search for future use by creating new filters or marking them as default.

   
   

4. Pin or unpin filter section to show or hide filters respectively. This setting will work user wise i.e. each user can set their preference of showing or hiding the filters based on their needs.

   
   

Insights

In the Manage Invoices section, RepairDesk provides two graphical charts along with statistics to give you a comprehensive view of your revenue stream.

Click on the 'Insight' button to show or hide the insight section.

A. Payments: This graph provides a visual representation of the number of invoices that have been received, the number of invoices that are currently due, and the number of invoices that are yet to be collected from customers. It gives a clear overview of the invoicing process and allows for easy tracking of outstanding payments. By analyzing this graph, businesses can gain valuable insights into their cash flow and take appropriate actions to ensure timely collection of payments.

B. Status: The Invoice Status graph is a visual representation that classifies invoices into different categories based on their payment status.

C. Stats: Stats provide insights into outstanding revenue amounts and the amount of tax collected.

• Total Sales: This is the total amount of money that has been generated from sales.
• Total Invoices: This is the total number of invoices that have been created.
• Total Tax: This is the total amount of tax that has been collected.
• Account Receivable: This is the total amount of money that is owed to the business.
• Total Refunds: This is the total amount of money that has been refunded to customers.
• Total Account Receivables (as of today): This is the total amount of money that is owed to the business as of today.
• Total Tips: This is the total amount of money that has been tipped to employees.
• Tipping Amount: This is the amount of money that has been tipped to employees in the current day.

Column Customization

You can customize the columns on this listing based on your preference as well. Simply click on the gear icon on the right side of the table and select the columns you want to see or hide.

FAQ(s)

Q. How to view payment history for invoices in RepairDesk?

Ans: You can view the payment history for your invoices in RepairDesk from manage invoices section and the POS. Click here to read the detailed article on this.