Table of Contents

Invoice

ConnexCS allows for straightforward invoice generation for all providers. The tool is another way to eliminate gaps in communication between providers and customers. To send an invoice, follow these instructions from the dashboard:

  1. Click Management>Customers
  2. Click the customer's name

alt text

  1. On the Main tab, select Daily under Summary. Check the invoice box against the date. Multiple dates can be selected at a time.
  2. Click Generate Invoice.

alt text

The Invoice will be generated and available for download. To find it: 1. Log in to your Connex account. 2. From the side menu, select Mangement to extend it. 3. From the Management sub-menu, select Invoice. A new page will display your existing invoices.

alt text

Adding new Invoices

To add a new invoice:

  1. Click the + button at the top of the page.

alt text

A new page will display a blank invoice.

alt text

  1. Select a customer from the drop menu where you see the word Required. The invoice will be generated for the highlighted customer.

alt text

To add an item into your invoice, select Add Invoice Item. Fill out the info and select a package. An amount will be generated according to the package.

alt text

  1. When you've completed the form, click Save.

alt text

View and Edit Invoices

You can view and edit invoices by clicking the invoice’s ID. The complete invoice would show up. Click on "Edit" to edit that invoice.

alt text

alt text

You can also download PDF version of invoice by clicking on "PDF". Click the Edit button, a new page will appear, make the required changes and click on Save.

alt text

Invoice Line grouping

Invoice line grouping lets you group the invoice based on the destination or day. It can be set inside the Settings menu under My Account.