The Invoice dashboard is where you'll find a list of all invoices in the system, each displaying important details such as the invoice name, type, invoicing method, status, due date, and what the invoice is linked to.
Quick action icons let you easily edit or delete any invoice.
To help you find specific invoices quickly, a search bar is available at the top of the screen. You can also create a new invoice at any time by clicking the plus (+) icon, giving you a fast and intuitive way to manage financial records as your work progresses.
💻Dashboard:
The Invoice Dashboard Explained
There are three major areas of the dashboard:
- Add Invoice - this is where new invoices can be created.
- Search - this is where you can search invoices.
- Invoice list - this is where your invoices are displayed.
Search and Linked To
Use the Search field to locate an Invoice from the list based on your searched term.
The Linked To column will display what an Invoice is linked to - clicking on the text in this column will take you to the Linked To object, such as a Job, Work Order, or Quote.
💻Invoices:
Invoices in Prestartr
The following sections will help guide you through how to manage an Invoice.
Invoices can be exported to PDF or even integrated to accounting software such as Xero. See Integrations for more details on this.
There are settings associated with Invoices - see Finance Catalogue for more details on these settings and how to configure them.
✎Edit
To edit an Invoice, click the pencil icon on the far right of the invoice list.
It will navigate you directly to the edit mode of the desired invoice.
On the Edit Invoice screen, you have access to a multitude of options:
- Invoice Type (Finalised or Progressive)
- Invoice Method (Itemised, Summary, Lump Sum, or Task)
- Transaction Type
- Customer
- Name
- Invoice Issue Date
- Invoice Due Date
- Related to
- Reference
While editing an Invoice you can also add Attachments, Invoice Line Items, and Line Headers.
For details on each field of an Invoice, see Add a New Invoice.
🗗 Duplicate / Print
Click the overlapping square button to the left of the Print button to Duplicate an Invoice. You can only Duplicate an invoice while in Edit Mode.
Click the Print button to generate a PDF of the current Invoice.
This can be done while viewing an Invoice or Editing an Invoice.
Invoice Statuses
Draft
Invoices, when created, are set to the Draft status. When it is ready to be approved, you can mark it as Awaiting Approval. Click the button “Mark as Awaiting Approval” to update the status.
Awaiting Approval
When an invoice is set as Awaiting Approval, you can either Reset to Draft or Approve Invoice.
Approved
Once Approved, you can mark an Invoice as Partially Paid.
Partially Paid
Once Partially Paid, you can mark an Invoice as Fully Paid.
Fully Paid
Once Fully Paid, you will see a tag of Paid next to the invoice name.
🗑Delete
To delete an Invoice, click the rubbish icon on the far right of the invoice list.
You will be prompted to confirm the deletion.
A deleted invoice is removed entirely and cannot be retrieved.
While Editing an invoice, click the rubbish icon next to Print to Delete the invoice.