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Invoice

Management Customer [Customer Name] Invoice

ConnexCS allows for straightforward Invoice generation for all providers. The tool is another way to end gaps in communication between providers and customers.

Global Invoices

You can also manage Invoices in Global Invoices.

Invoice Generation

ConnexCS provides basic Invoice functions. Please note there are 3rd party accounting systems (such as ClearBooks or FreshBooks) that are far more robust at functions such as taxes, discounts, and full featured invoice management.

Add new Invoices

To add a new invoice:

  1. Click at the top of the page.
  2. Select the customer from the drop menu.
  3. Set an Invoice Date in the bottom right.
  4. Click Edit Invoice Item.

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  5. The selected Package will autocomplete the Quantity, Unit Price, and Tax. You can modify these may as needed.

  6. Set a date range.
  7. Click Save, and then Save the Invoice.

View and Edit Invoices

View To download a PDF version of an Invoice, select alt text.

Edit Click alt text to modify the date, then click Edit Invoice Item to modify additional parameters.

Invoice Line Grouping

Use Invoice Line Grouping to group the invoice based on the destination or day. You can set this in My Account > Settings.

Allocate Payment

To allocate customer payments to a specific invoice:

  1. Click View Payments next to the Invoice.
  2. Click .
  3. Select the required payment.
  4. Enter the total paid.
  5. Click Save.

Automatic Voice Generation

An invoice can also be generated through Schedule Report.

Click here to check the process for creating the invoice.