Manage Customer [Customer Name] Invoice
ConnexCS allows for straightforward Invoice generation for all providers. The tool is another way to eliminate gaps in communication between providers and customers.
Invoices may also be managed under Global Invoices.
ConnexCS provides basic Invoice functions. Please note there are 3rd party accounting systems (such as ClearBooks or FreshBooks) that are far more robust at functions such as taxes, discounts, and full featured invoice management.
Add new Invoices¶
To add a new invoice:
- Click the
+button at the top of the page.
- Select the customer from the drop menu.
- Set an Invoice Date in the bottom right.
Edit Invoice Item.
The selected Package will auto-complete the Quantity, Unit Price, and Tax. These may be modified as needed.
- Set a date range.
View and Edit Invoices¶
View To download a PDF version of an Invoice, select .
Click to modify the date, then
Edit Invoice Item to modify additional parameters.
Invoice Line Grouping
Invoice Line Grouping allows you to group the invoice based on the destination or day. This is setup under My Account > Settings.
To allocate customer payments to a specific invoice:
View Paymentsnext for the Invoice.
- Click the
- Select the desired payment.
- Enter the total paid.