Self Help Knowledge Base
Table of Contents
< All Topics
Print

Invoice Management

List Page

i1

Path: https://account.solidperformers.com/invoices/list_all

  1. You can add new Invoice from here.
  2. These are the action buttons from where you can view,download pdf,add payment & edit the proposal.
  3. Once you add the payment to the particular invoice then $ sign will be removed.

Add new Invoice

i2
i3

Path: https://account.solidperformers.com/invoices/add

  1. You have to select the client for whom you want to create a Invoice.
  2. You can enter any other client data manually who is not already there in your client module.
  3. You can select the products for which you are creating the proposal.
  4. You can select the multiple products at a time from here.
  5. After selecting a product you must click on this tick button then only product will get selected.
  6. You can enter notes to the Invoice from here.
  7. You can add terms & conditions for the Invoice from here.

Invoice Quick Actions

i4
  1. You can edit the Invoice.
  2. You can add follow up to the invoice from here.
  3. You can see the follow up history from here.
  4. You can send the Invoice directly to client over whatsapp.
  5. You can delete the Invoice.

Follow up update

i5
  1. You can be able to add a follow-up for invoice from the quick action (down arrow) button.You can change the status of the invoice once you had a conversation or update regarding that invoice.
  2. You can put a future follow-up date and time if you need to set a follow-up for that invoice.
  3. You can add a related comment with regard to the communication that happened with the client in the comments section.

Default Invoice Settings

i6
i7
i8

Path: https://account.solidperformers.com/settings/invoice

  1. You can set invoice number by auto generated for manual entry.
  2. You can add any invoice prefix, this will reflect while adding invoice.
  3. Can set invoice number starts from.
  4. You can set invoice due days, like after 5 days, 10days.
  5. You can set default currency based on requirement.
  6. You can also set default discount type, you can set before the tax or else after the tax.
  7. You can set default company profile from here, if you multiple company profiles it will show you while creating invoice so that based on requirement you can select there also.
  8. You can set default bank account, if you have multiple bank accounts means you can add in the settings so it will show you here so that you can select while creating invoice.
  9. You can set a default payment mode.
  10. You can set default or initial status for invoice.
  11. You can set header for PDF download, based on requirement you can select logo, full width image, format or blank.
  12. You can set default layout for PDF download.
  13. You can add any watermark.
  14. You can set default discount type, as we have discount type in percentage and fixed amount.
  15. Select defaulter type based on requirement.
  16. You can set default tax type, as we have item-based and overall, you can select any one.
  17. You can enable or disable default payment gateway, by clicking on click here to setup and enable payment gateway redirect to payment gateway settings page.
  18. Based on requirement you can enable or disable invoice field modifications.
  19. You can write default client note here.
  20. You can add default terms and conditions so it will appear while creating invoice.
  21. You can add default delivery challan note here, so it will come while creating invoice in the invoice add page.
  22. You can upload seal for invoice
  23. You can upload signature for invoice.
  24. You can upload footer invoice.

Proforma Invoice Defaults settings 

i9
i10

Path: https://account.solidperformers.com/settings/invoice_proforma

  1. You can add any PI prefix, this will reflect while adding invoice.
  2. Can set PI number starts from.
  3. You can set PI due days, like after 5 days, 10days.
  4. You can set default currency based on requirement.
  5. You can also set default discount type, you can set before the tax or else after the tax.
  6. You can set default company profile from here, if you multiple company profiles it will show you while creating invoice so that based on requirement you can select there also.
  7. You can set default bank account, if you have multiple bank accounts means you can add in the settings so it will show you here so that you can select while creating invoice.
  8. You can set a default payment mode.
  9. You can set default or initial status for invoice.
  10. You can set header for PDF download, based on requirement you can select logo, full width image, format or blank.
  11. You can set default layout for PDF download.
  12. You can add any watermark.
  13. You can set default discount type, as we have discount type in percentage and fixed amount.
  14. You can set default tax type, as we have item-based and overall, you can select any one.
  15. You can enable or disable default payment gateway, by clicking on click here to setup and enable payment gateway redirect to payment gateway settings page.
  16. Based on requirement you can enable or disable invoice field modifications.
  17. You can write default client note here.
  18. You can add default terms and conditions so it will appear while creating PI.
  19. You can add default delivery challan note here, so it will come while creating invoice in the PI add page.
  20. You can upload seal for PI.
  21. You can upload signature for PI.
  22. You can upload footer PI.

Invoice Status

i11 1
i12 1

Path: https://account.solidperformers.com/invoiceStatuses

  1. You can add a new invoice status.
  2. You can also search by invoice status.
  3. You can delete by using action function.
  4. From here you can add a new status name.
  5. According to requirement you can select the status color.

Invoice Groups

i13
i14

Path: https://account.solidperformers.com/invoiceGroup

  1. You can add new invoice group from here.
  2. You can edit or delete invoice group by using action tab.
  3. You can add new group name here.
  4. You can set color for particular group invoice group from here.

Payment Modes

i15
i16

Path: https://account.solidperformers.com/paymentModes

  1. You can add new payment mode.
  2. You can edit or delete the payment modes.
  3. You can add new payment mode name.