Are you ready to send an invoice?
Invoices accessed by clicking on the dollar sign in your menu appear in this list for one of two reasons:
- The contact does not have an email associated with their account, so Sending an e-invoice is not possible.
- In contact settings, you have selected ‘do not send’ as their communications preference.
To open and preview the invoice, Click on it. This will direct you to a page, which offers you the option to export the invoice to Xero, or to preview it as a PDF.
There are also a series of tasks you can perform on each invoice here, by clicking the cog on the right hand side-
Download as PDF: This function does exactly as it says, click View Invoice as PDF and it will generate a PDF invoice.
Once you click on the View Invoice as PDF button, a floppy disk Icon on the upper will appear right side of the menu which let you save the your invoice on your computer.
Print: This button will initiate your computer’s printing process.
Print and mark as sent: This button will initiate printing, and move the invoice to the ‘invoices sent’ tab.
Mark as sent: By clicking this, you inform the system you’ve sent the invoice to the client without using Pooltrackr, and move it to the ‘invoices sent’ list.
Mark as entered: If you use another accounting software, this is a useful tool to keep your Pooltrackr records up to date. Marking something as entered brings a green stamp icon to the left of the job, and shows that you have recorded the invoice in another place.
