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Invoices in TO3000 3D+ are issued for client jobs. One invoice can contain a number of client jobs from different projects. A job which has been added to an approved Invoice cannot be edited. The Invoices tab of the Client window is used to issue and keep track of invoices to the currently selected Client. All invoices issued to this Client are displayed in the table. To open the Invoices tab, open the Client window, select a client and then click the Invoices tab.
Invoice statuses Currently issued invoices can marked in one of the four colors, depending on their status: Green – the invoice is outstanding and is expected to be paid soon. Blue – the invoice is outstanding and is expected to be paid today. Red – the invoice is outstanding and its payment is overdue. Black – the invoice has been settled (paid). Status colors can be customized with the help of User Settings in the Backstage view. Click the Colors: Statuses section of the User Settings window. TO3000 3D+ automatically assigns statuses to invoices depending on the Payment Terms of Client.
Filtering To display only invoices with a particular status click the Status filter drop-down list. You can display only those invoices which have or have not been approved by applying the Approved filter.
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