Invoice Manager

The Invoice Manager is a powerful tool designed to streamline the billing process, ensuring accurate and efficient invoicing for businesses of all sizes.

Key Features

Invoice Creation & Management:

• Easily create, update, and manage invoices with an intuitive user interface.
• Add multiple invoice items manually or select from the Item Component, enabling seamless itemized billing.
• Supports discounts on individual invoice items, providing flexibility in pricing.
• Viewing tax histories, providing better visibility.

Additional Charges & Adjustments:

• Ability to add shipping charges, ensuring accurate total cost calculations.
• Adjustment feature allows modifying the final invoice amount to accommodate special cases.

Tax Handling:

• Supports normal and group tax configurations, ensuring compliance with diverse tax requirements.
• Group tax allows combining multiple normal taxes with the option of one compound tax per group.

Invoice Export:

• Invoice Export allows exporting individual invoices in JSON (Pro) or PDF format.
• Option to send the invoice as an attachment with payment details to the customer. If the Pro Addon is activated, payment information, including full payment status and balance, will be included in the email.

Payment Integration (Pro):

• Track partial and full payments against invoices, ensuring real-time visibility of outstanding balances.
• Supports manual payment recording for cash and bank payment types.
• Integrated Stripe payment gateway for seamless online payments.
• Payment refund support: Process full or partial refunds, ensuring accurate financial records.
• Displays a complete payment history for each invoice, available.
• Payment notifications: Sends email notifications to both the admin and customer when payments are completed or refunded. These notifications are configurable through the email settings.

Payment Notifications (Pro):

• Automated email notifications for payment complete and refund complete events, sent to both the admin and the customer. This is fully configurable through the email settings, allowing businesses to customize communication.

Payment tracking and history features require the Pro Addon, providing enhanced payment capabilities.

This component seamlessly integrates with other accounting features, ensuring a cohesive and efficient financial management experience for users.