Client Invoices window

The Client Invoices window offers a general overview of all Invoices issued to all Clients in the database. It can be used to identify currently unpaid invoices, obtain the total due balance according to all invoices issued, as well as to quickly issue a large amount of invoices.

The options available for this window are the same as those for the Invoices tab of the Client window. The major differences are:

·The Invoices to Clients window displays all invoices for all clients.

·New invoices cannot be created using this window.

·Existing invoices cannot be deleted using this window.

To create a new invoice to a client, open the Main tab of the Client window, select the required client, click the Invoices tab and create the invoice from there. See the Creating invoices to clients topic for details.

To quickly create a large number of Invoices, click the Mass Invoicing button. See the Mass action topic for details.

Use the Status filter drop-down list to display only Invoices with a specific status.

Use the Approved filter drop-down list you can select to display only the Invoices which have or have not been approved.

Invoice statuses

Currently issued invoices can marked in one of four colors, depending on the status of the invoice:

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).

TO3000 3D+ automatically assigns statuses to Invoices depending on the Payment Terms set for each client.