How Can I Manage and Track Outstanding Invoices and Generate Customer Statements in ShopView?
Efficient management of invoices is essential for keeping track of outstanding payments and maintaining clear communication with customers. ShopView provides intuitive tools to help users identify unpaid invoices, distinguish between invoice statuses, and generate customer statements. Follow the steps below to streamline your invoice tracking and customer management processes.
Step 1: Viewing and Tracking Unpaid Invoices
To identify transactions that are invoiced but unpaid:
Navigate to the Work Orders page in ShopView.
Locate the Status column in the table.
Sort or filter the table by the status labeled
Invoiced. This action displays only unpaid invoices. Use this view to identify outstanding transactions quickly.
Step 2: Distinguishing Between Paid and Unpaid Invoices
ShopView allows users to toggle visibility for different statuses, such as Invoiced and Paid. To focus on specific categories of invoices:
From the Work Orders page, open the filter options labeled By Status.
Enable the
Invoicedfilter for unpaid invoices, thePaidfilter for completed transactions, or select both to view a combination.Adjust as needed to ensure clarity in the displayed information.
Step 3: Creating Customer Statements from Outstanding Invoices
If a customer requires a summary of unpaid invoices or a formal statement:
Open the Work Orders page in ShopView.
Identify the relevant unpaid invoice(s) and click on the associated work order.
Use the customer hyperlink in the work order to view the Customer Profile.
Navigate to the Unpaid Invoices tab in the customer profile.
From this tab, you can generate the statement by choosing to email, download, or print it directly.
Related Topics
Using Filters for Efficient Workflow Management
Generating Customer Communication in ShopView