Invoicing Module helps you track invoices associated with your clients and respective transactions. You can also generate invoice reports in excel and PDF format.

Table of Contents

Edit Invoice

Send Invoice

Upload Invoice

What to do

Feature	Description
Active Merchant	Select the merchant in the drop-down to view the associated merchant transaction
Language	Select the preferred language in the drop-down
	Select to view dashboard in full screen
	Select to minimize the menu bar
Search	Enter the entity to display the transaction data based on the search
	Change the color of the widget
-	Collapse the widget. Click again to expand the widget
	View the widget in new page
Open	Displays the open invoice data
Paid	Displays the paid invoice data
Search	Enter the required entity to fetch the associated transaction details. The entity can be Invoice Number, Customer Name, Invoice Date, Source, Due Date
Copy	Copy the transaction details in clipboard. The steps to copy the transaction are: Click the copy button The Copy to clipboard dialog box pops up Press ctrl or + C to copy the table data to your system clipboard Click the dialog box or press escape to close the dialog box
Excel	Download the transaction data in excel format
PDF	Download the transaction data in PDF format
Print	Print the transaction data
	Select to display the number of transaction per page. The valid values are 5, 10, 15, 25, 50, 100.
First	Go to first page
Previous	Go to previous page
Next	Go to next page
Last	Go to last page

Figure 1: Invoicing - Filters.

Field	Description
Source	Select the source from the drop-down. The valid values are: All QuickBooks Online Online Terminal Others Note: This section outlines the origin of the customer. QuickBooks Online - If your account is linked to the QuickBooks online instance Online Terminal - A client was created directly on this portal Other - A client is created internally by an iCG admin or imported via an API
Invoice Status	Select the invoice status from the drop-down. The valid values are: Open Late

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Invoicing - New Invoice

Click the New Invoice link in the invoicing section. The Add Invoice screen is displayed.

Figure 2: Invoicing - New Invoice.

New Invoice - Add Invoice

In the Add Invoice screen there are two tabs.

Invoices
Invoice Items

Click the Invoices button in the Add Invoice screen.

Figure 3: Add Invoice - Invoices.

Field	Description
Current Customers	Select the current customers in the drop-down. The fields Customer Code, First Name, Last Name, Company, Customer Email Address, Customer Address 1, Customer Address 2, Customer City, Customer State/Province, Customer Postal Code, Customer Phone Number are auto-populated.
To Email	Check the option To email to email the invoice to the registered email address of the customer.
Invoice Number	Invoice number is auto-generated by the system.
Invoice Date	Click the calendar widget. Select the invoice date.
Due Date	Click the calendar widget. Select the due date
Save	Click save to add invoice
Cancel	Close the add invoice screen

Click the Invoice items button in the Add Invoice screen.

Figure 4: Add Invoice Item.

After the invoice items are added, click the Save button to save the changes to the invoice and its items.
The invoice has now been saved to the list of invoices.

Figure 5: Invoicing.

Field	Description
Search	Enter the entity to display the invoice data based on the search
Invoice Number	Displays the invoice number
Customer Name	Displays the customer name
Invoice Date	Displays the invoice date
Source	Displays the selected source
Due Date	Displays the due date
Invoice Status	Displays the invoice status
Paid Date	Displays the paid date
Amount	Displays the amount
Sales Tax	Displays the sales tax
	View the invoice report
	Edit the invoice report
	Delete the transaction data. The steps to delete the transaction are: Click the delete button The Delete Invoice dialog box pops up Click the Yes button to delete the transaction data Click the No button to retain transaction data Note: All invoice items will be deleted too

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View - Invoice

Click the View button. Invoice screen is displayed.

Figure 6: View - Invoice.

Field	Description
Receive Payment	Click here to do new transaction
Email or phone number	Enter email address or phone number
Send Invoice	Click the Send Invoice button Select the appropriate option. The valid values are: Email SMS
Close	Close the invoice screen

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Edit - Invoice

Click the Edit button. The Edit Invoice screen is displayed. There are two tabs:

Invoices
Invoice items

Invoices

Click the Invoices tab in the Edit Invoice screen.

Figure 7: Edit Invoice - Invoices.

Field	Description
Current Customers	Displays the current customers
Customer Postal Code	Displays the customer postal code
First Name	Displays the first name
Last Name	Displays the last name
Company	Displays the company name
Customer Email Address	Displays the customer email address
Customer Address 1	Displays the customer address 1
Customer Address 2	Displays the customer address 2
Customer City	Displays the customer city
Customer State/Province	Displays the customer state/province
Customer Postal Code	Displays the customer postal code
Customer Phone Number	Displays the customer phone number
To Email	Check the option to email the invoice
Invoice Number	Enter the invoice number
Invoice Date	Click the calendar widget and select the invoice date
Due Date	Click the calendar widget and select the invoice due date
Save	Save the edited data
Cancel	Close the Edit Invoice screen

Edit Invoice - Invoice items

Click the Invoice items tab in the Edit Invoice screen. The Invoice items screen is displayed.

Figure 8: Edit Invoice - Invoice Items.

Field	Description
Quantity	Displays the quantity
Description	Displays the description
Unit Price	Displays the unit price
Edit	Modify/update the invoice items
Delete	Delete the invoice items
Save	Save the invoice item
Cancel	Close the invoice item

Invoice items - Edit

Click the Edit button against the invoice items. The data are displayed at the bottom of the screen (highlighted in figure 6) under the respective field.

Figure 9: Edit Invoice - Invoice Items - Edit.

Field	Description
Description	Modify/Update the description
Quantity	Modify/Update the quantity
Unit Price	Modify/Update the unit price
Update	Click to update the modified data

Edit Invoice - Add Invoice Item

Click the Add Invoice Item button to add new invoice item. The Add Invoice Item screen pops up.

Figure 10: Add Invoice Item.

Field	Description
Description	Enter the description
Quantity	Enter the quantity
Unit Price	Enter the unit price
Add	Click to add the new item
Save	Click Save to save the added new item. A success pop up is displayed.
Cancel	Close the add invoice item screen

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Send Invoices

Send Invoices provides a list of open and paid invoices whose details can be sent to the client. You can also generate invoice reports in excel and PDF format.

Figure 11: Send Invoice options and workflow.

Click the Edit button to change the email sending status.
Once you do so, the checkbox under the To Email column will be activated.
You can then toggle the checkbox to your preference and then click Update or Cancel, depending on whether or not you want to save the choices made.

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Upload Invoices

The Upload Invoices allows you to upload invoice details in bulk.

Figure 12: Upload invoices screen.

Figure 9 below illustrates a typical file that contains invoice details. Replace everything apart from the column names, then upload appropriately.

Figure 13: Upload invoices screen.

Once you’ve replaced the invoice numbers with your custom ones, alongside other data as illustrated, click on the NEXT button to proceed to the next screen, which previews the present data for redundancy and correctness.

The next screen will provide a preview of the data uploaded, similar to Figure 10 below. You can remove any data you may not want to upload by clicking on the red DELETE button.

Figure 14: Preview of the uploaded invoice details

Upon successful verification, click the green FINISH button to complete the transaction process. Click the All Invoices button to view a list of all available invoices.

Figure 15: Screen that shows when an invoice is successfully uploaded.

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