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Invoicing

To enhance your invoicing management, we've introduced a module for this purpose. The primary objective of this module is to offer you a clear and concise overview of all impending invoicing tasks. It enables smooth identification and tagging of specific billing items for invoicing, enhancing your ability to monitor and oversee the invoicing process efficiently.

The Invoicing page is structured around a table that presents two distinct viewing options: To Invoice and Invoiced.

IMPORTANT

We’re transitioning to a new UI, and are in the process of updating our ZaveIT Documentation content.

To invoice​

In the To Invoice tab, you'll find a list of customers. When you click on a customer, you'll see a list of services that are prepared and ready for invoicing.

Steps to mark records for invoicing​

  1. To view subscription choices, expand customer records.
  2. Choose items from the subscription list or select the entire customer for invoicing.
  3. Click the Invoice button after making your selections.
  4. A new window will appear to enter invoice details like date and number.
  5. After adding the required invoice data, click Invoice again.

Once the update is finished, the view will be refreshed, and the items you've selected will no longer be visible in the To Invoice section.

info

The invoice number represents the external invoice number used in your invoicing system.

Invoiced​

Within the Invoiced tab, an inventory of all invoices created as a result of the preceding process is displayed. This section provides an overview of all items to be included within a single invoice.

Should you encounter any errors during the prior step, you can undo the action by excluding the customer or subscription from the invoicing process for the specific invoice record.

Steps to mark undo an invoice​

  1. Within the Invoiced item list, locate and select the specific record you wish to reverse.
  2. Proceed to click on the designated button for deleting the invoice.

As a result, the chosen record will be removed from the Invoiced view, effectively undoing the invoicing action.

Feel free to navigate back to the To Invoice tab at this point, where you can reattempt the action with the accurate records in place.