Keeping Track of Ad-hoc Invoices

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.