Keeping Track of Ad-hoc Invoices
When you generate Ad-hoc invoices via the diary that are not linked to an existing Client, you can manage or report on them simply and easily by following these steps:
1. Head to Manage.
2. Click on Invoices under Administration.
3. Tick All Locations or click on Select locations box to choose specific locations.
4. Click on Type and select Ad-hoc Invoices.
5. Select the Invoices payments Status.
6. Set the date range for invoices.
7. Click Generate.
A list similar to this one will be generated.
8. From there a few options are available:
- Click on an invoice number to open it.
- Print or Download the report
- Download Invoices to download selected invoices as PDF files in a zip folder.
It is also possible to record bulk payment from this report. See Paying Invoices in Bulk for more details.
