Support Desk

Billing Register:

For outstanding bills and invoices which are ready to be created we can refer the billing register.

 Navigate to  Menu then Billing & Receipts then click on Register. Here you can apply multiple  filters to sort the date Company Wise , Period Wise etc.

Here you will find Status of Bill whether it is paid or unpaid.  

You can view  the billing register data in excel just by clicking on Export button.

From ACTIONS DROP DOWN one can Edit /delete/download the bill and there are some more feature as well like sending an email to customer, creating E-invoices etc.

Ready to bill is an important feature which displays the list of task already closed and ready for invoicing. This part helps you track if all the task has been billed and helps you in preventing revenue leakage.

Navigate - Billing & Receipt(s) ---> Register.