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Invoicing Customer MenuYou can manage your financial affairs with your clients directly from XTRF. In this module you can perform such actions as create and issue invoices to your clients, review existing ones and record your client's payments. What is more, if your client has an outstanding invoice, you can quickly and easily send a payment reminder to that client.  

The Areas of Client Invoicing

Smart Views - Client Invoices

Browse Client Invoices

On the Invoices Browse, you can look through all the customer invoices in the system. The Invoices Browse consists of 5 tabs: Not Ready, Ready Pro Forma, Invoices to Be Paid, Overdue and All.

Create Invoices - Customer

The Invoice Creation page consists of two tabs: Tasks to Be Invoiced and Prepayments to Be Invoiced . The Tasks to Be Invoiced tab contains all the invoiceable tasks for which you did not create an invoice yet. The Prepayments to Be Invoiced tab contains all the payments made in advance by a customer for a project. 

Payments & Charges - Customer

Payments & Charges consists of 2 tabs. On the Payments tab you can review all the payments your customers have made, record new payments and allocate a payment amongst a customer's unpaid invoices. On the Charges tab you can review all the customer charges as well as record a single payment for a customer invoice.  

 

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