New Modules




The new Invoices Module is a key part of the updated Finance Application. It shows a list of every invoice in the system. This list was formerly part of the Billing Module, but has been renamed and reorganized so it only shows invoices rather than payments as well.

The list of invoices is a fully-customizable report that allows for showing/hiding fields, renaming columns, changing the date range, saving of custom reports, and exporting to third-party systems.

There are two subtabs: one for posted invoices, and another for pro forma invoices, which have not yet been posted.