The Transactions Table on a client’s page gives you a detailed overview of all financial activity, including invoices, payments, credit notes, and more. Here’s how to manage invoices directly from this table.
1. View Invoices on the Transactions Table
Navigate to the Transactions section on the client page.
Each invoice shows the amount, status, and balance.
A paid invoice will show a balance of 0.
Unpaid balances are highlighted in red and contribute to the client’s total debt.
2. Add Payment to an Invoice
If the invoice wasn’t paid during the appointment:
Click on the invoice in the table to view its full breakdown, including net amount, credits, and outstanding balance.
Click "Add Payment" to begin the payment process.
3. Add Payment to Multiple Invoices
You can also select multiple invoices by ticking the boxes next to them and apply a single payment across all selected items.
This makes it quick and easy to settle multiple outstanding invoices in one step.
Using the Transactions Table simplifies financial tracking and helps ensure no payment is missed.