đĨInvoices
Tool to manage invoices in saaster
Last updated
Tool to manage invoices in saaster
Last updated
In this menu you can view and edit your customers' invoices or enter and send invoices. An invoice does not necessarily have to be related to a plan or a module, which is why this tool can also be used for other purposes.
The following states for invoices exist in saaster:
| Description | |
|---|---|
Draft | In draft mode, the invoice can still be modified. The invoice is not displayed to the customer while still in draft state |
Open | The invoice is displayed to the customer and has not been paid yet |
Paid | The invoice has been fully paid |
Partial paid | The invoice is partially paid |
Canceled | The invoice was cancelled by the system administrator |
Overdue | The payment deadline for the invoice has been exceeded |
Click the New invoice button to create a new invoice. The following modal opens:
In the Search for customer field, type in the first few letters of the customer for whom you want to create the invoice. Select the appropriate entry.
Assign a title to the invoice (optional).
Click Save invoice
You are now in the edit mode of the invoice. Now you need to add some items:
With the preview button you can view the invoice at any time
If you want to view the client, click the name.
Use this button to add positions to the invoice (see next image).
With the settings button you can edit the properties of the invoice.
The status icon provides information about the status of the invoice at any time.
The positions are not linked to the plans or modules. If you want to create an invoice to charge and link a plan or module, you must do this directly with the customer under Customers in the Plans or Modules tab.
| Field | Description |
|---|---|
Position title | The title of the position |
Position description | The description of the position, which is displayed on the invoice. |
Quantity | The quantity of the position |
Single price | The unit price of the position |
VAT (%) | Value added tax in percent |
Unit | The unit (e.g. pcs, months, years) |
Discount (%) | The discount of the position in percent |
After you have added the first position, the following screen appears:
An arrow pointing upwards appears to the right of the status symbol. This means that the invoice is still in draft mode. If you click the arrow, the invoice is set to the status open.
With this symbol you can edit the position.
With this symbol you can delete the position.
As soon as the invoice reaches the status open, this screen is displayed:
This icon takes you to a window with which you can manage payments.
Click the arrow pointing downwards to return the invoice back to the draft mode.
In the payment window, the payments of an invoice can be managed:
| Field | Description |
|---|---|
Date | The date on which the payment is posted |
Payment type | The method used for the payment (e.g. PayPal or Visa) |
Amount (Currency) | The amount paid in the corresponding currency |
Once the invoice has been paid in full, the status of the invoice is changed to PAID:
