Navigation: Home » Billing Manager » Documents » Invoices
Invoice is the most important artifact of any business deal that shows the details of services/products which are rendered or sold with its particulars. This piece of document could be either an online document or a printed paper. Panel efficiently maintains the integrity control among invoices and correlation among different documents for a particular client.
To view an invoice you have to navigate the following path:
The invoice can be searched by filling in the following fields:
Doc Num: Doc Num is number of the document. It is unique.
Customer ID: It is the customer id.
Customer Name: It is the customer name.
Invoice Status: It is the status of an invoice i.e. due, partially paid, paid, cancelled, deleted or overdue.
You can filter the records by applying before & after date.
Doc. Num: Doc Num is number of the document. It is unique.
Document Type: It shows that it is an invoice.
Document Date: It displays the date on which the invoice is created.
Customer ID: It is the customer id.
Customer Name: It is the customer name.
Total: It shows the total amount for an invoice.
Balance: It displays the balance amount.
Click on Doc Num, or navigate to the following path:
The following tabs are shown:
Details: Details tab provide you customer's information.
Invoices Paid: It shows the invoices that are paid
©2014. All rights reserved.