Use the Invoices subsection to view financial statistics on all types of orders for each company location. It is designed to organize financial summaries and keep track of payments.

Available elements:

Month filter. Lets you filter order statistics for a specific month. Information about the current month becomes available next month. By default, you’ll see information about the previous month.


Company filter Lets you filter order statistics for a specific company.

Below is the list of locations with the following elements:

Company name and address. Company name and the address of a certain location.
Total per month. The total amount for the project services, which must be paid for by the location. The commission percentage for these services is indicated separately for each company.
Total. The final total for the project services, which must be paid for by the location (including unpaid invoices for the previous period).
Status. Current invoice status. Available statuses:
New (default). The invoice is generated but requires its sending to a location.
Ready. Invoice and order statistics have been verified and can be provided for payment.
Paid. Services were paid in accordance with the invoice.
Orders in PDF. Downloads order statistics in PDF format.




Orders in CSV. Downloads order statistics in CSV format.



Pencil icon. Opens the finance management page for a specific location. It allows you to view financial statistics, update the payment status and download the list of orders in PDF and CSV formats.






*

Link to this article: here

Updated on: 04/06/2024