Invoices
Every invoice you've sent, what's paid, what's late, and who still needs one in the mail.
1:10 · Financials · Tour each section
Transcript
At the end of the month, three questions matter. What did we bill, what came in, and who still owes us? Invoices answers all three on one screen. This is Financials, Invoices. Across the top: everything invoiced in the date range, what's been paid, what's still unpaid, and how much of that is overdue. Search by invoice number, customer or site, and narrow it by status. Delivery tells you how each one reached the customer. Not sent yet, printed, mailed, or emailed. Emailed invoices go a step further: delivered, opened, or bounced. Click any row to see the invoice itself. This menu holds the rest: drafts, exports for QuickBooks, and printing. Print Invoices puts every invoice you pick into one PDF, ready for envelopes. After printing, PortaPro asks if they went in the mail, so the list always knows. Customers who've asked for email only are left out, so nobody gets paper they didn't want. And A/R Aging groups what's owed by how late it is, customer by customer, so you know who to call first.
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