Managing Invoices

This module allows you to efficiently manage your invoices. Follow these steps to navigate and use its features:


Workflow Overview

  • Accessing the Module

    • Hover over SERVICE in the top navigation bar and click Invoices & Collections.

  • Default View

    • The page defaults to "All Invoices" within the last 30 days.
    • To change the date range, click the hyperlinked "Within 30 Days" and select your desired range.

  • Filters

    • Use filters such as Product Type, Client Filter, Area, Service Site, Account Representative, and Assignee to refine your invoice list.


Invoice Views

  • Unpaid Invoices

    • View categories:
      • Not Invoiced
      • Invoiced/Not Paid
      • Delinquent
      • No Charge

  • Paid Invoices

    • View categories:
      • Partially Paid
      • Paid in Full
      • Overpaid


Sorting Invoices

  • In the main chart, sort invoices by:

    • Order#, Client, Work Description, Invoice Date, Total Late Fee, PO Funds, or Due Status.

  • Actions:

    • Click the Order# to open the service order.
    • Click the Invoice Date to download the invoice.
    • Click the PDF Icon to generate and download the invoice.



Using the Toolbox

  • Bulk Download or Generate Invoices:

    • Use the toolbox on the right-hand side to process multiple invoices.
    • Select invoices using the green checkmark.
    • Use the search bar or left menu to filter by company or invoice type.

  • Options Available:

    • Download Invoices: Downloads selected invoices to your computer.
    • Generate Invoices: Generates invoices within the Qualer invoice work order.


Exporting Invoice Details

  • Export invoice details to Excel using the export option in the toolbar.


Accessing Generated Invoices

  • Once generated, invoices will be accessible via the PDF Icon in the invoice column.