Make sure you have:

• the Finance addon enabled (please feel free to contact [email protected] if you would like more information on enabling this addon)

• the correct administrator permissions (“accounting-view”, “accounting-edit”, & “accounting-collect”)

Series allows you to number and group your invoices.

• Log in as an administrator with the permission “accounting-view”, “accounting-edit”, and “accounting-collect” (included with the Role “Accountant” in addition to “Superuser”).

• From the Main menu, go to: Finance > Invoices.

• Locate the desired Invoice:

  • (optional) enter an Invoice number into the Search field and clicking on the “Search” button.

  • (optional) filter for a smaller subset of Invoices, by selecting:

    • one or more Series.

    • one or more Status.

    • one or more Region.

    • click on the “Search” button.

  • Navigate to find the name of the Applicant or the Invoice number.

  • You can sort invoices by: Applicant name, Amount, Status or transaction.

  • You can send out bulk email to all invoice recipients by clicking on Bulk action > Send an email to all.

  • Click on the information icon “i” to view more information about the history of the Invoice.

• Collect an Invoice:

  • Click on the Wrench icon next to the invoice.

  • (optional) If different than the total payable amount, enter the amount to be collected.

    • Click on the “Add a new collection” button.

• Edit an Invoice:

  • Click on the Wrench icon next to the invoice.

  • Make the necessary changes. (For more information see our other Invoice articles.)