Efficient invoice management is essential for maintaining accurate financial records and ensuring timely payments. Zuper provides a comprehensive platform to create, track, and manage invoices seamlessly. With robust features, businesses can streamline their billing processes, monitor payment statuses, and maintain transparency in financial transactions.

By centralizing invoice management, you can efficiently handle customer billing, track outstanding balances, and ensure smooth cash flow. This guide will help you understand how to access the Invoices listing page, perform key actions, and manage invoice details effectively.

Navigation: Accounting ->Invoices -> Invoices listing page -> Invoice Details

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Accessing the Invoices listing page

  • Select the “Accounting” module from the left navigation menu and choose “Invoices.” You will land on the invoices listing page.
  • On the Invoices Listing page, you can view an overview of existing invoices, including Invoice No., Invoice Date, Due Date, and more, based on the period selected at the top right corner of the page.

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Exploring the listing page

The invoices listing page is designed to help you stay organized and quickly access the information you need.

Summary Cards: On the top of the listing page, you’ll see summary cards displaying high-level information about your invoices. Each card highlights details such as:

  • Total number of invoices
  • Sent, paid invoices, and their total value
  • Overdue, Partially Paid, and Bad Debt.

These cards provide a quick overview of your progress and help you identify areas that may need attention.

Customization options: You can customize the listing page to match your preferences. To do this:

  • Select the Customize button at the top-right corner.
  • Choose which fields to display.
  • Drag and drop fields to rearrange them in the desired order.

Search bar and filtering: The search bar lets you locate specific invoices by entering invoice number, prefix, or description.

Additionally, Filter helps you refine your view based on criteria such as:

  • Payment term
  • Invoice status
  • Invoice date

After filtering a specific invoice, click the “Invoice No” to view and manage its details.

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Managing invoice details 

Once an invoice is created or accessed from the listing page, the Invoice Details Page becomes your central hub for managing its lifecycle. The page follows a two-column layout—the left panel displays primary details, while the right panel provides contextual insights and quick actions for efficient invoice management.

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Left Panel

The left panel is the primary section where details are displayed. It includes the following elements

  • Customer information: You can view the billing details of the customer, including address and contact person’s details.
  • Associated Records: View the Job and Quote linked to the invoice.
  • Invoice Status: Check and update the invoice status as needed.
  • Addresses: Access the Billing Address and Customer Address.
  • Invoice Details: View key invoice information such as Total Invoice Amount, Invoice No., Invoice Date, and Due Date.
  • View Parts Consumed: Review the parts used for job completion, along with any applicable taxes, discounts, and payment terms.

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Right Panel

The Right Panel provides contextual information and quick actions related to the invoices. It is divided into collapsible sections for better organization:

Organization and Contact

  • Organization: Displays the company name and location associated with the invoice.
  • Contact: Displays the main contact person’s details, including their address, contact information, and credits & receivables.

Payment History

The Payment History section provides a detailed record of all payments associated with an invoice. It includes essential details such as:

  • Payer Information – The name of the person or organization that made the payment.
  • Date & Time – The exact date and time when the payment was recorded.
  • Payment Method – The mode of payment used (e.g., credit card, bank transfer, cash, etc.).
  • Payment Status – The current status of the payment (e.g., Success, Pending, Failed).

Associated Records

You can view or associate various modules with the invoice. These include Property, Project, Job, Quote, Contract, and more. To associate a module, use the “+” icon next to the desired module.

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More Actions

Managing invoices doesn’t stop at viewing details. You can take various actions to keep things moving. Things you can do are: