Create and Assign Invoices

Invoices are useful when users needs to pay fees, or money is being collected and tracked for a specific purpose.

This tutorial covers how to create and assign an invoice to a single person, as well as several users as once.

The role "Finance" is needed to perform these actions.

 

Navigate to the Invoices main page

Management area > Invoices

This page shows all invoices that are currently in the system, and have not been paid.

To add a new invoice, click the "+ Add Invoice" link on the top right hand corner of the screen

 

Fill out the invoice fields

The Title lets us know at a glance what the invoice is for, and the amount informs the user how much they owe. This amount will also be transferred over to the PayPal forms when the user goes to pay. The date field allows you to select from a mini pop-up calendar.

 

You can then choose who should have to pay this invoice.

Assign the invoice to a single user

From the assignee field, choose the specific user/users to which you wish to assign the invoice.

Assign the invoice to all users in a selected role.

From the invited roles field, select the roles to which you wish to assign the invoice.

 

Include any tags, or relevant notes

Tags allow you to quickly search for invoices that may have different titles, but have similarities you wish to note.

Type in the tag you wish to use. 

If it has not been used before (like in the example above) no suggestions will appear. Next click the "Add" button. This will add the tag to the ticket. If you need to remove the tag, click the red x.

The notes field is useful for conveying information to the person who will pay the invoice.

Then you're done, remember to click save at the bottom of the page. Once you have, you will be shown the completed invoice.

It will also now appear on the main invoices page.

 


Notifications

Notifications are sent to assignees based ont he preference settings in Advisor.

You can read more about Advisor here.