How to Manage Invoices

Objectives:

• Add new invoices

• Track and manage existing invoices

• Use filters, views, and actions to stay on top of billing operations

Steps:

Creating a New Invoice

To get started with invoicing:

• Open the Billing Module from the main navigation menu.

• Go to Sales > Invoices > Add Invoice.

• Follow the step-by-step form to enter invoice details.

Viewing and Tracking Invoices

All created invoices are accessible in a centralized grid:

• Navigate to Sales > Invoices > All Invoices.

• You’ll be directed to a grid displaying all invoices along with key details such as status, due date, and amount.

• At the top of the grid, there is a status summary widget shows invoice totals categorized by: Open, Draft, Paid, and Overdue.

Search and Filter Invoices

You can easily locate invoices using:

• Search bar to look up invoice numbers, client names, or other key fields.

• Quick filters above the column headers for criteria like account name, due date, and more.

• Click on any status within the Status Widgets to instantly filter the grid accordingly.

• Open the All Filters panel for advanced search options using any invoice field.
• Search within the filter panel based on any criteria and apply your filter.

• You can then save frequently used filters as views.

• Views can be marked as private or shared with other users.

• Access saved filters anytime from the dropdown menu at the top-left corner of the grid.

Additional Grid Options

Use the top-right buttons to:

• Export the grid to Excel for reporting.

• Manage saved filters

• Add a new invoice directly

Actions on Invoices

Each invoice row includes a 3-dots Actions menu where you can:

• View Invoice Details

• Preview 

• Change Status (e.g., mark as Open or Approved)

• Add Payments

• Clone

• Export or Delete

Clicking the Invoice ID hyperlink opens the full invoice details page.

Invoice Details Page

From this page, you can:

• Preview the invoice using different templates

• Edit, Print, Send Emails, or Export

• Change invoice status (Draft, Open, Approved...)

Other tabs available on the invoice page:

Payments

Track and manage payments associated with the invoice.

Attachments

View and manage all files linked to the invoice:

• Upload new documents or folders

• Select the file to take further actions such as rename, share, download, edit, or delete files as needed

Emails

Send and track email threads related to the invoice.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!