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Invoices listing page: In the table, a column will be displayed for 'Reminder' which will display an active bell icon if there is atleast one reminder set and inactive bell reminder if no reminder is set.

Action items for draft and approve invoice includes ''Set reminder' if no invoices are set but the action items will show 'View reminder' if atleast one reminder is set for the invoice.

When you clicks on 'Set reminder' from the action items, a popup will be displayed which will have an option to add the first reminder. Click 'Save', on the popup you will get an option to Edit, Delete and an option to save. Click 'Save', a success message will appear 'Reminder set successfully'.

You can set a maximum of 3 reminders by clicking on 'View reminder' option from the action items present on the listing page. A popup will appear, click 'Add reminder' from the reminder popup to add the second and third reminder. Click 'Save', reminder will be saved successfully. - If you want to edit the reminder, click on 'View reminder' option from the action items present on the listing page. Click 'Edit', the reminder fields will become editable in the popup. Update the reminder and click 'Save'. You will have an option to Edit, Delete and Save. Click 'Save', reminder will be saved successfully. - If you want to delete the reminder, click on 'View reminder' option from the action items present on the listing page. Click 'Delete', the reminder will be deleted and will not be shown in the popup. In the popup, there will be an option to Add reminder, Save and Cancel. Click 'Save', a success message will appear 'Reminder saved successfully'.

On the invoice listing page, the reminder status should update in real time.

To mark an invoice an archive, access the sidebar menu, select Sale>Invoices>Select the invoice>action items>Archive

Once you click on "Archive", you will get an alert message with Yes and No buttons, and after clicking on "Yes", a success message will appear, ‘Invoice archived’.

Link to view Archived invoices will be available at the bottom section to invoice listing page.

To view archived invoices, click "View archived invoices". This screen will present information like: Customer name, Invoice number, Invoice date, Due date, Invoice status, Invoice amount, Status whether invoice was sent or not, Action items will be to view and unarchive.

Two action items will be available: View and Unarchive.

When you click on "View", invoice template will appear to view invoice details.

When you click on "Unarchive", a popup will appear with Yes and No buttons. Click on "Yes", the invoice will be unarchived and will be visible on the invoices listing page.

For creating duplicate invoice, access the sidebar menu, select sales>invoices>select relevant invoice>actions items>Duplicate. A popup will appear with Yes and No buttons. Click on "Yes", invoice template will appear in editable format.

All the details of the existing Invoice will be auto-filled in the new invoice template, this template will be in editable mode.

Customer name can not be changed from drop down in invoice template.

By default, Invoice Date will be current date, which can be changed (if required).

Item price can be changed, new items can be added, discount and taxes can be added.

Rest flow is the same as for ‘Create Invoice’. First invoice will be saved in ‘draft mode’ by clicking on "Save", then you have to approve the invoice.

After approving the invoice, you will be redirected to invoice listing page, confirming that your Invoice created successfully..

Delete, restore, archive, unarchive all the functions will work the same way.

To export invoices, access the sidebar menu, select Sales>invoices>Export

From filters section at the listing page user can sort data on the basis of: Customers, Invoice status, Period

If invoices are being exported after applying some filter, then only the filtered invoices will appear in the excel file.

If no filter has been applied, then, all the invoices will be exported from beginning of current year to till date.

Excel sheet will have information about: Company name, Period for which invoices are exported, Customer name, Invoice number, Date of invoice, Due date of invoice, Invoice status (settled, partial settled, approved or draft), Invoice amount (bifurcated into Base amount, discount and taxes), Amount received (if any), Amount due, Whether email sent or not.

At the bottom section of excel ‘sum or total’ of monetary columns is to be provided.

To send invoice, access the sidebar menu, select sales>invoice>select the relevant invoice>action items>Send invoice.

Invoice can be sent via email and link.

Send invoice via email : A popup will appear. Enter email address to whom you want to send the invoice, edit the subject if required, edit the description and click on the checkbox below if necessary. Click "Sent". A message will appear "invoice sent successfully".

Send invoice via Get download link : A link will be provided to download the invoice PDF. You can share this link via personal email or other communication modes

If you have opted for automated email and email is sent to customer than invoice will have sent status. If you have not opted for automated emails than it will have unsent status.

Alternatively, invoice can also be sent from view page for invoices in Draft, Approved, Partially settled and Settled status.

To send automated payment reminders, access the sidebar menu, select sales>invoices>Create new invoice. Access the setting section of the invoice template. Click on reminders dropdown.

Click on the checkbox that states "Automatically send payment reminders for this customer´s invoices".

Set the Number of Days Before or After the Due Date for Sending Reminders: Determine the number of days before or after the due date for sending reminders. Adjust this setting according to your preference.

Click on "Add reminder" button to add more reminders.

If there are more than one reminders, then those can also be deleted except one reminder.

After adding the reminders, click on "Save". Reminders will be sent.

To delete an invoice, access the sidebar menu, select sales>invoices>select relevant invoice>actions items>delete

An alert message will appear with 'Yes' & 'No' buttons. Click "Yes", then a success message will appear ‘Invoice deleted’.

Deleted invoices can be viewed at the bottom via ‘View deleted invoices’ button.

Deleted invoices screen will have information about: customer name, invoice number, invoice date, Amount, Restore period (Remaining number of days within which invoice can be restored) and action items.

Action items will have option to: View, Restore and Permanent delete

By clicking on "View", you will be able to view the deleted invoices. Two actions can be performed: 'Permanently delete' and 'Restore'. Click "Permanently delete", a popup will appear with cancel and permanent delete buttons. Click on "Permanent delete" button, the invoice will be deleted permanently.

If you click on "Restore", a popup will appear with Yes and No buttons. Click on "Yes" button, the invoice will be restored and visible on the invoices listing page.

If you click on "Restore" from the action items, a popup will appear with Yes and No buttons. Click on "Yes" button, the invoice will be restored and visible on the invoices listing page.

If you click on "Permanently delete" from the action items, a popup will appear with cancel and permanent delete buttons. Click on "Permanent delete" button, the invoice will be deleted permanently. If these are deleted permanently, cannot be restored afterwards.

Log in to Your Account: Access your account using your username and password.

Locate and Click on the Navigation Menu Icon (on the Left-hand Side of the Screen: Find and click on the icon with three horizontal lines on the left side of your screen.

From the Menu Options That Appear, Select the "Sales" Section: Choose "Sales" from the options that appear in the navigation menu.

Within the Sales Section, Look for Further Menu Options. Click on "Invoices": Once in the Sales section, explore additional options and click on "Invoices."

Once You've Clicked on Invoices, You'll Be Directed to the Invoice Listing Page: Your screen will shift to show the Invoice Listing page.

To view invoice listing page, access the sidebar menu, select sales>invoices. Listing page will appear.

From the listing page, you can Create new invoice and export.

You will have an overview summary which will provide info for: Overdue amount, Total outstanding and In draft.

These amounts will change on recording payments, approving drafts and when due date lapses.

User can navigate between Invoice, Estimates, and Recurring invoice listing pages via quick filters.

From filters section at the listing page user can sort data on the basis of: Customers, Invoice status and Period.

Listing page will provide information about: Customer name and Invoice number, Invoice date, Due date, Invoice status, Invoice amount, Reminder, Email status and Action items.

Each invoice will have below-mentioned action items for draft invoices: View, Edit, Send invoice, Approve, Download pdf, Set reminder/ View reminder, Duplicate, Archive and Delete.

Each invoice will have below-mentioned action items for approved and unsent invoices: View, Edit, Send invoice, Download pdf, Create credit Note, Set reminder/ View reminder, Duplicate, Archive and Delete.

Each invoice will have below-mentioned action items for approved and sent invoices: View, Send invoice, Download pdf, Create credit Note, Set reminder/ View reminder, Duplicate, Archive and Delete.

Each invoice will have below-mentioned action items for Settled invoices: View, Send invoice, Download pdf, Set reminder/ View reminder, Duplicate, Archive and Delete.

Each invoice will have below-mentioned action items for Partially settled invoices: View, Send invoice, Download pdf, Create credit Note, Set reminder/ View reminder, Duplicate, Archive and Delete.

Each invoice will have below-mentioned action items for cancelled invoices: View, Download pdf, Set reminder/ View reminder, Duplicate, Archive and Delete.

For FIFO method - on clicking the dropdown for a particular invoice, a table will be displayed with the linked transactions for all the settled/partially settled invoices. The information in the transaction table includes: Description, Paid amount, Transaction amount, Transaction date, Linked date, View. By clicking on 'View' button, transaction details will be displayed in the popup.

For Manual method - on clicking the dropdown for a particular invoice, a table will be displayed with the linked transactions for all the settled/partially settled invoices. The information in the transaction table includes: Description, Paid amount, Transaction amount, Transaction date, Linked date, View and Unlink. By clicking on 'View' button, transaction details will be displayed in the popup. You can also unlink the transactions from the Settled and Partially settled invoices. If the transaction is unlinked from Settled invoice, then the status of the invoice will become 'Partially settled' for that particular invoice and if all the transactions are unlinked from the invoice, then the invoice will be moved to 'Approved' status.

At the bottom of listing page buttons will be provided to 'View Archived invoices’ and ‘View deleted invoices’.

To make changes in invoices, access the sidebar menu, select sales>invoices>Create new invoice. Perform all the steps for creating an invoice. Click "Save".

Once the invoice is saved as draft, you can either: Save, Send, Approve or Edit.

Once you clicks on ‘Edit’ system will redirect you to invoice template in editable mode i.e. amount will be editable in single click.

New items can be added, previously saved items can be removed.

Quantity can be enhanced or reduced.

Item price can be increased or decreased.

New tax can be added, previous tax can be removed.

Discount can be applied, and changed i.e. percentage based discount can be applied in place of flat discount applied earlier.

Click on "Save", then approve the invoice by clicking on the "Approve" button.

Alternative way to make changes in invoices, access the sidebar menu, select sales>invoices>select relevant invoice>action items> edit. Invoice template will appear in editable format. Do all the necessary changes and click "Save". A success message will appear.

Invoice available in approved status can be edited only if it has not been sent to the customer yet.

Invoices available in ‘settled’ and ‘partial settled’ status can not be edited. Action items present on the Settled and Partially settled invoices view page is Save and Send.

Approved and sent invoices are not allowed to edit. There will be no edit option on the listing page as well as view invoice page for approved and sent invoices.