This tutorial will give you a introduction to the Invoices Module.

In the Invoices Module you can add and keep track of all of your Proformas, Invoices, Payments, Products, and Legal Entities.

Users' accounts synchronized with the Invoices Module. Anytime an invoice or payment is made it will automatically appear in both, the Users Module (in the Account tab), and in the Invoices Module.

PROFORMA: (0:31)

In the Proforma tab, you can add, edit, delete and print Proforma Invoices, as well as quickly view; all essential information, including date due, balance paid and amount remaining. You can also track the footprints of each proforma.

NOTE: A proforma invoice is a preliminary bill of sale sent to buyers in advance of delivery of goods or services. It outlines the details and costs, such as for an ATPL training course.

Once a proforma invoice is issued, multiple formal invoices can be generated from it. Private-Radar tracks and displays both the total amount of the invoice and remaining balance due.

INVOICES: (1:18)

In the Invoices tab, you can edit-print-email-delete an invoice, add payment and view footprints. You can view the date, the client, and description of the invoice, with the total, the paid and balance amount, as well as the due date.

PAYMENTS: (1:37)

In the Payments tab, you can view the date of the invoice, the client name, the amount paid, and the description text. You can also edit, print, email, delete and view footprints of each payment.

PRODUCTS: (1:54)

In the Products tab, you can include all your products, with the creation date, the name, type, unit price of each one and if they are active. Products can easily be added to invoices and you can customize the VAT percentage per product. You have the option to edit-delete products as well.

LEGAL ENTITIES: (2:16)

In the Legal Entities tab, you can include the information of your Legal Entity or Entities, in case you have more than one. You can see the name of the entity, the VAT number and the address.

You can also add, edit, and delete each one of these entries, as well as print and email the proformas, invoices, and payments.

You can also easily filter the proformas, invoices, and payments to quickly find the information you need.

Please watch more in-depth tutorials to learn more about the Invoice Module.