In the Billable items (1) tab, you will find the list of all requests ready to be invoiced. In order to reduce the number of records and see only the desired items, you can apply filters on any column of this list. For example, if you want to see only the requests for a specific payer client.  

The requests displayed in this tab are not invoiced yet, but they are ready to be processed. All items ticked in the first column will be added to an invoice when you click on the button Invoice selected items (2).

An "X" in columns under the header "Timesheet entered"  (3) means that the timesheet have been entered by the client and/or the candidate for this request.

An "X" in the column "Invoicing by email" means that all criteria required to send the invoice by email are met for the concerned item.  

The amount indicated at the bottom of the window (5) is the total of all billable items displayed in the window, based on applied filters, and not only the selected items.  

Under the tab "Invoice history" (1), you will find the list of all invoices. To reduce the number of records and display only the desired items, you can apply filters on any column of this list..

You can manually change the status of invoices in this tab. Just click on the magnifier icon in the Status column of the relevant line (2). A list of values is displayed, allowing you to choose a new status.

The proposed values will depend on the currents status.

It is possible to send invoices from this window. There is 2 ways to send invoices from this window, depending if you want to send a single invoice, or several invoices:  

•Single invoice only: From the Home ribbon of the window, click on the button Send (3) and select the email template Send invoice to client.

This option will only allow you to send one invoice at a time, i.e. the one of the line selected and highlighted. All contacts defined to receive invoices for the payer client will be preselected as recipients.

•Invoice report (4) for selected invoices: Click on the menu on the right of General invoice, then select the email template TO CLIENT: Send invoice.

This option allows you  to send several invoices, i.e. all the ones that are ticked in the first column.  All contacts defined to receive invoices for the payer client of the selected invoices will be preselected as recipients.

Under Incoming payments, you will find 2 sub-tabs: Incoming payments list and Age accounts.

Sub-tab - Incoming payments list

You will find there the list of all incoming payments that include one or more invoices. To reduce the number of records displayed and see only the desired items, you can apply filters on any column of this list.

Sub-tab - Age accounts

The sub-tab "Age accounts" provides you an overview of the accounts receivable depending on the registered date (1). Age of accounts is divided in 4 periods. (2)

The current date will be registered when you open the window (1). If you prefer to use a different date, you can modify this.

It is possible to Customize account aging buckets. If the value are changes in the configuration window, the labels of the columns header should also be changed.