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Invoices sent

So you want to see the invoices that have been sent?

Click on the invoice icon in the blue icon bar on the left side of the page.

You will be taken to a page listing all your invoices under 'Invoices list'. Invoices that appear here are those that have been sent or marked as sent through Pooltrackr. 

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. 

Print: This button will initiate your computer’s printing process.

Mark as paid: Once you have a transaction record for this job, you can mark it as paid. This will generate a green tick next to the invoice.

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, signalling that you have entered the data elsewhere.  

Resend: If you wish to resend an invoice, you can click this button. 

You will be directed to this page and be able to add email recipients, and edit the invoice description before resending. 

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