Logic Invoice Billing

Customers

customers

The Customer page lists all the customers that you have.

Adding Customers

add_accounts

Fill in all the required fields and click on the green save button to proceed.

Deleting Customers

You can select the customers that you want to delete, and click on the red button with the trash bin.

Editing a Customer

You can edit the customer by clicking on the button with the pencil on the right hand side of the customer.


Invoices

invoices

The Invoices page will list all the invoices that you have created.

Adding Invoices

add invoice

There are 5 steps to go through before your invoice is issued to the customer.

Step 1: The required fields may be auto-populated by typing the customer name into the “Customer” field.

Step 2: All the fields in step 2 are optional. You may choose to leave them empty.

Step 3: Select the correct payment method, and fill in the required fields.

Step 4: Add all the items to be included in the invoice that you are generating.

Step 5: Review information before submitting it to the client.

Deleting Invoices

You can select the invoices that you want to delete, and click on the red button with the trash bin.

Editing an Invoice

You can edit the invoice by clicking on the button with the pencil on the right hand side of the invoice.

Generating an Invoice as a Document

Click on the “Invoice” button on the right hand side of the invoice.

Viewing an Invoice

You may view the details of the invoice by clicking on the “View” button on the right hand side of the invoice.

Transaction Added

The button with a tick found beside the plus button is used to indicate that a journal entry has been added for the invoice. Generally, if you filled in the “Invoice ID” field when you added the journal entry, you do not need to manually indicate that a journal entry has been added for the invoice.


Recurring Payments

recurring payments

Recurring payments is used to help you automatically generate invoices for payments that recur periodically. This page will show you all the recurring payments you have set up.

Adding Recurring Payments

add recurring payments

Just follow all the steps and fill in the necessary fields to add a recurring payment.

Deleting Recurring Payments

You can select the payments that you want to delete, and click on the red button with the trash bin.

Editing a Recurring Payment

You can edit the payment by clicking on the button with the pencil on the right hand side of the payment.

Viewing a Recurring Payment

You may view the details of the payment by clicking on the “View” button on the right hand side of the payment.