Invoices to Client

Invoice in TO3000, Version 9.0 are issued per client jobs. One invoice can contain a number of client jobs from different projects. Job which has been added to approved Invoice cannot be edited.

Invoices tab of the Client window is used to issue and keep track of invoices to currently selected Client. All invoices issued to this Client are displayed in the table. To open the Invoices tab, open the Client window and then click Invoices tab.

Invoice statuses

Currently issued invoiced can marked in one of the four colors, depending on the status of each of them:

Green – Invoice is outstanding and is expected to be paid soon.

Blue – Invoice is outstanding and is expected to be paid today.

Red – Invoice is outstanding and its payment is overdue.

Black – Invoice has been settled (paid).

Status colors can be customized with the help of menu Settings > Personal. Click Colors: Statuses section of Personal Settings window.

TO3000, Version 9.0 automatically assigns statuses to invoices depending on Payment Terms of Client.

Filtering invoices list

You can view only fully paid or only unpaid (outstanding) invoices. To display only invoices with a particular status click Status filter drop-down list.

You can select to display only those invoices which have or have not been approved by you applying Approved filter.

See also:

Mass Invoicing