Managing Invoices in Naologic

Invoices are an essential part of the billing process, helping you track payments and maintain records for your customers. In this article, we will discuss how to create, manage, and track invoices in Naologic to ensure smooth and efficient billing processes for your business.

Accessing Invoices

To access invoices in Naologic:

  1. Locate the "Sales" tab in your main navigation.
  2. Hover over the "Sales" tab to reveal the drop-down menu with sales module apps.
  3. Select "Invoices" to enter the invoice table.

In the invoice table, you'll find columns for invoice number, account name, status, invoice total, total including tax, date created, and who created the invoice.

Creating a New Invoice

To create a new invoice:

  1. Click the "Create New Invoice" button at the top of the table.
  2. Fill in the invoice basics, invoice items, shipping method, invoice payment terms, lead source, and invoice financials.
  3. After entering all the necessary information, click "Create Invoice." The new invoice will now be available in your invoice table.

Managing Invoices

Once the invoice is created, you have multiple options for managing it:

  • Mark an invoice as paid: Change the status from unpaid to paid.
  • Send an email to your customer: Share the invoice with your customer via email.
  • View the invoice: Check the invoice details.
  • Edit the invoice: Update the invoice information.
  • Delete the invoice: Remove the invoice from the system.

Communicating with Customers

When you choose to send an email with the invoice to your customer, they will immediately receive an automated email from Naologic containing a link to the public invoice. Your customer can then view, download, and save the invoice for their records.

Tracking Invoice Status

Marking an invoice as paid updates the invoice status, making it easier to track the payment status of your invoices. This ensures you have an accurate and up-to-date record of your billing and payments.

By understanding how to create, manage, and track invoices in Naologic, you can improve the efficiency of your billing processes and enhance customer satisfaction. Follow these steps to maintain a streamlined billing system and stay on top of your business's financial health.

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