Invoices
SecurityTrax provides an easy way to send Invoices or Quotes to a customer for any products, labor, services, etc. provided. The Invoices feature can also be used to bill a customer on a recurring basis.
TERMS TO KNOW BEFORE YOU START
Invoice
An Invoice which has been created manually, or an Invoice which has been created automatically from a Recurring Invoice.
Recurring Invoice
A "template" from which an Invoice is created on a regular, scheduled basis.
Quote
An Invoice which is not billable and cannot have payments associated with it.
Invoices
If you have permission to view Invoices you will have an "Invoices" button on the page for all customers that you have permissions to view. Click this button to use the Invoice feature.
After clicking on the "Invoices" button, the top of the window that pops up will contain a list of all the Invoices that have been created for the customer, along with information pertaining to each Invoice.
DESCRIPTIONS
ID
The unique identifier for the Invoice, set by SecurityTrax when the Invoice is created.
Sale Date
The Sale Date of the Invoice.
Amount
The total amount that the Invoice is for.
Due
The unpaid Amount associated with the Invoice.
Type
Either "Invoice" or "Quote". See above for the definition of a Quote.
Recurring Invoice
The ID of the Recurring Invoice that the Invoice was created from, or "N/A" if the Invoice was created manually. See above for the definition of a Recurring Invoice.