Overview

After invoice issuance, it must be paid until the due date.

There are a few options to control invoice payments: using invoice list and using the dashboard. Invoice list offers more features thanks to rich filtering system. As in other documents, each column of the invoice table contains filter button. It gives you a full control over displayed invoices. You can filter by clients, due date, currencies, amounts and due amounts, combining these filters in any possible way. To show overdue or unpaid invoices, simply use one of predefined filters:

Also, it is possible to control unpaid invoices in the Dashboard. There is a separate section with the list of all unpaid invoices. Overdue invoices are marked with red color.

In the list of invoices there is a panel with description of the selected invoice (when Main (with details) view is used. This panel contains main invoicing data for the selected client and selected invoice. It includes current due amount for the invoice, invoicing e-mails, links to compose an e-mail (to send an invoice or to send reminder), and client's invoicing requirements, including default term, client's web-portal details and additional comments. So, there is no need to open some notepad to recall the most important information.

Create payments from invoices list

The easiest way to create a payment is to use invoice list.

1. Select necessary invoice or a number of invoices (for the same client).
2. Click Create payment button on the ribbon. A payment form will be opened, and all fields will be filled automatically: client, currency, amount (which corresponds to amount of the selected invoices), payment method (default payment method for the client or, if not specified, all payment methods for the selected currency), and a list of linked invoices.
3. Confirm the data and select Save to register a payment.
4. Invoice status will be changed (to Paid or Partially paid, depending on amount of payment). The same will happen to all translation jobs included in a paid invoice.

Manual payment creation

When you create a payment manually (not from the invoice list by selecting invoices and selecting Create a payment button), you can add (link) invoices to a payment by pressing Add invoice(s) button above the Payment details table:

You will see a list of unpaid invoices for the currently selected customer. Select necessary invoices and select OK. They will be added to the Payment details table.

If payment currency differs from invoice currency, you can reflect this with the help of Amount (invoice currency) column. The program automatically converts amounts according entered currency rates, but you can correct applied amount manually, when needed.

To open linked invoice, select on the invoice number with Ctrl and Shift buttons pressed.

Underlining, following these basic rules of invoice and payments creation, you will always have a clear picture of paid, partially paid and overdue invoices.