Transaction Hub Invoices moduleLast updated on 02/22/2023
The Transaction Hub is made up of three Accounts Receivable (A/R) modules: Invoices, Customer Payments, and Bank Deposits. These can be accessed at any time from the Accounting page. This broad set of features allows you to quickly complete your most common accounting workflows: access your data in one place and connect it across all related documents.
This guide covers the Invoices module, which you can use to open individual invoices, review them, and take actions without having to leave the Accounting page.
Things to know
The default tab for the Invoices module is Review Status.
Each tab’s invoice list can be filtered by clicking the
icon.
Filters and column settings are saved on a per-user basis.
Overview
The Invoices module has three tabs:
Invoice Review
Review all invoices to ensure that all invoice details are accurate. You can sort your invoices based on their review statuses. View all your invoices at a glance and update their statuses between Needs Review, On Hold, and Reviewed. These review statuses don’t affect posting and exporting.
Note: All invoices default to Needs Review and should be moved to On Hold or Reviewed.
Click an empty space of an invoice’s row to open an Invoice Details pop-up. Use this to assign the invoice to someone for review. You can also change the invoice review status. Click the invoice number to open the full invoice record in a new tab.
Manage outstanding invoices
Manage outstanding invoices with the Invoice Aging and Paid Status tabs. In the Invoice Aging tab, invoices are broken down by how many days overdue they are (1-30, 32-60, 61-90, 90+ days). This helps you choose which customers to reach out to and if you want to apply interest charges.
Note: Current refers to invoices that are not yet due.
The Paid Status tab shows a breakdown of all unpaid invoices. You can quickly bulk send invoices that are unpaid and unsent.
To filter an invoice list by grouping, click the dollar amount under the grouping’s title. To ungroup it, click the dollar amount again.
Tip: You can also filter an invoice list by Not Sent/Sent and Not Exported/Exported in the same way.
Take Invoice actions
Each tab on the Invoices module allows you to take actions on the listed invoices, both individually and in bulk.
To perform individual actions on an invoice:
Go to the navigation bar and click Accounting.
In the side panel, click Invoices.
Find the invoice you want and click Actions
.
Select an action from the dropdown.
To perform bulk actions on multiple invoices:
Go to the navigation bar and click Accounting.
In the side panel, click Invoices.
Place a checkmark in the boxes next to the invoices you want.
Click the Actions dropdown and select an action.
Individual Invoice actions
Email Invoice
Email the invoice to the customer. A compose email window opens. Here you can review and edit the email before it’s sent. Clicking Preview opens a PDF of the invoice.
Print Invoice
Open the invoice as a PDF.
Print and Mark as Sent
Open the invoice as a PDF and change its Sent Status to Sent. This does NOT email the invoice to the customer.
Collect Payment
Open the Collect and Apply Payments page with the invoice selected under Apply to Invoice.
Bulk Invoice actions
Email Invoices
Email the selected invoices to their customers. A compose window opens. Here you can review and edit the email before it’s sent. Clicking Preview opens a PDF of the invoices.
Print Invoices
Open the selected invoices as a PDF.
Print Invoices & mark as sent
Open the invoices as a PDF and change their Sent Statuses to Sent. This does NOT email the invoices to the customers.
Add to Batch
Add the invoices to an open batch. A Batch Invoice(s) pop-up appears. Here you can find your desired batch from the Select a batch dropdown and Save your changes.
Charge Interest
Opens the Charge Interest page. Choose an As of Date, review the selections, and click Charge Interest. Interest charges are calculated based on the Payment Terms settings page. For more information, see Create payment terms.
Update Review Status
Opens a pop-up where you choose a new status for every selected invoice from the Review Status dropdown.
Note: Every selected invoice is changed to the same new status.
Assign Invoices To
Opens a pop-up where you assign the invoices to an office employee from the Assignee dropdown. When an employee is assigned to an invoice, their name appears under the Assign To column in the invoice list.
Edit columns
You can add, hide, and rearrange the columns of the invoice list for each tab. To edit columns:
Go to the navigation bar and click Accounting.
In the side panel, click Invoices.
Click a tab (Review Status, Invoice Aging, Paid Status).
Click the Edit Columns button. The Edit Columns pop-up opens.
Click the check box for any column you want to add or hide.
Click and hold any column name you want to rearrange and move it up or down.
Note: Moving a column up puts it further left on the invoice list. Moving it down puts it further right.
Click Save and repeat steps 1-7 for each tab of the Invoices module.
Search invoices
The Invoices module allows you to search for and open specific invoices. You can search invoices by:
Invoice #
Customer Name
Customer #
Customer PO
Project Name
Project #
Location Name
Location Address
To search for an invoice:
Go to the navigation bar and click Accounting.
In the side panel, click Invoices.
Click a tab (Review Status, Invoice Aging, Paid Status).
Click the Select Search Type dropdown and select a search type.
Input your search and press Enter on your keyboard. The invoice(s) appears in the invoice list.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.