Accounts/Invoices

Accounts List

Invoice list shows number (with link to invoice), who to, amount, and whether paid, sent or exported.
Ticking any of the boxes updates the record in real time without page reloading.
List only shows invoices not sent.
Search for other invoices by number, company and date.
Link to view and add new sales items with amounts, nominal codes and descriptions.
Link to export invoices and customer records to Sage. (Can export to other accounting packages on request).

Invoices

Create manual invoices or have them automatically created from event bookings or subscriptions.
Print invoices or save as PDF files and send as email attachments.
Invoices sent by email can be linked to standard emails (for both paid and unpaid invoices) to save typing a new email each time.
Quickly access invoices for a customer from within their record and see an account summary.