Navigation: Using PawBill > Invoices

Invoices

 Print this Topic    Previous page  Parent page  Next page

 

If you are not familiar with table windows, please read Working with table windows first.

 

The Invoices window lets you add, delete and edit invoices. Each invoice in this window can have sub-rows for each item. Any invoices an admin created within this window are referred to as manual invoices. These type of invoices can be used to bill the customer for miscellaneous items for which automatic invoices are not raised by the system.

 

 

Information

Uniquely identifying an invoice

 

Invoice IDs generated for each customer start from 1. This means that the first invoice for customer with customer ID 1 has invoice ID 1, the second has invoice ID 2, etc. In the same way, for customer ID 2, the first invoice has invoice ID 1, second has invoice ID 2, etc. So, to uniquely identify an invoice, the notation customer ID-invoice ID is used. For example, invoice 1-2 refers to customer ID 1 and invoice ID 2.

 

 

The following is a description of the columns in this window:

 

Customer ID

A unique number identifying the customer. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Invoice ID

A unique number identifying the invoice. This field is not editable.

Account ID

The account ID this invoice is for. This is always 0 for new invoices since an account is yet to be setup for a new invoice. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Order ID

The order ID this invoice is for. This is always 0 for renewal invoices since no order is placed while renewing an account. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Type

The type of invoice. Valid values are new (for new invoices for which accounts are yet to be setup), renewal (invoices created to renew an existing account) and manual (manually created invoices not generated by the system). This field is not editable.

Create Date

The date the invoice was created. This field is not editable.

Due Date

The date the invoice is due. It is left blank for new invoices and populated with the expiry date of the account for renewal invoices. The edit mode for this field is date.

Payment Received Date

The date the payment for the invoice was received. This field is not editable.

Status

The status of the invoice. This field is not editable.

Notes

Any notes you wish to make as a reminder to yourself about the customer. These notes are not visible to the customer. The following panel shows up when editing this field:

 

Cool Wave Panel Notes

Item Number

Sequence number for the items. This field is not editable.

Item Type

The item type. Valid values are package, addon and other. This field is not editable.

Item Name

The name of the package or addon. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Item Description

The description of the package or addon. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Quantity

The quantity of this item. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Price

The price of this item. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.

Setup Price

The setup price of this item. This field is editable only when adding a new invoice. The edit mode for this field is a textbox.