Billing to Debt Management (Web App)

Why Use This Function:

Invoice Management provides a central place for you to manage all Invoices created in the system, including Posted, Temporary, and Estimate Invoices. It allows you to generate detailed reports, filter and search data to meet specific needs, and export information in multiple formats such as CSV or professional PDF files. Beyond Reporting, the module streamlines day-to-day administration by offering direct access to communication and Debtor management tools. By combining comprehensive Reporting with seamless communication and payment actions, Invoice Management helps you save time, reduce manual effort, and run a more organised, accurate, and effective billing process.

The Contents of This User Manual:

• Posted Invoices Sub-Tab
• Invoice Management Sub-Tab

• This user manual will start on the Invoice Management tab.

• For more information on how to navigate to the Invoice Management tab, please refer to the user manual: Reports Segment.
  
  

Posted Invoices Subtab

The Posted Invoices Subtab simplifies reporting and communication, making it easier to manage Invoices efficiently while saving time and reducing manual work.

• Click on the Posted Invoices subtab.

• The Posted Invoices screen will open.

• For more information on the Posted Invoices screen, please refer to the user manual: Posted Invoices Subtab.

Invoice Management Subtab

The Invoice Management tab provides a central place to report on and access Invoices, while also making communication easier through bulk SMS, Emails, and secure Payment Links.

• Click on the Invoice Management subtab.

• The Invoice Management screen will open.

• For more information on the Invoice Management screen, please refer to the user manual: Invoice Management Subtab.