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Working with Invoices

Working with Invoices

CashBox allows you to visually access your generated invoices, and offers features through which existing invoices may be managed.

Searching for Invoices

Select Search > Invoice from the menu bar to open the Invoice Search dialog.

Invoice Search dialog

Enter your desired parameters, and click Submit to generate the Invoice Search Results page.

Invoice Search Results page

Viewing Invoice History

Go to the Account Details page to view Invoice History for an Account for the last 12 months.

Account Details Page: Invoice History pane

The Invoice History pane on the Account Details page lists the last 12 months' of invoices for the customer's account, sorted by date (by default).

  • Click on any header to sort the list by that column.
  • Click on an Invoice number to open the Invoice Details page.
  • Click Make Payment to record a payment. (This link appears only if the Invoice is Due or Overdue.)
  • Click Reverse Payment to record a payment reversal. (This link will appear only if the Invoice has been paid.)

The list includes the following fields:

  • Invoice date: the date the invoice was issued.
  • Due date: the date payment is due.
  • Closed date: the date the invoice was closed.
  • Invoice ID: the Invoice ID number.
  • Status: the status of the Invoice: Open, Paid, Due, Overdue, or Processing.
  • Amount: the original amount due for the Invoice.
  • Balance: the current balance due for the Invoice.

Invoice Details

Click on an Invoice ID to open the Invoice Details page.

Invoice Details Page

The Invoice Details page lists the details of an invoice.

Note This is not a saved copy of the Invoice sent to your customer. This is generated on the fly, using your submitted Invoice Template, and the information currently in the CashBox database for the listed Invoice.

  • Hover over any item to display details for the item.
  • Click on a Payment link to open the Payment Details page.
  • Click on a Product name to open the Product Details page.
  • Click on a credit to open the Credit Granted page.
  • Click the Account ID number to open the Account Summary page.
  • Click the AutoBill ID number to open the AutoBill Details page.
  • Click Make Payment to record a payment. (This link appears only if the Invoice is Due or Overdue.)
  • Click Reverse Payment to record a payment reversal. (This link will appear only if the Invoice has been paid.)

Viewing (emailed) Invoice Copies

CashBox allows you to view invoice facsimiles, and re-send them to your customers when necessary. The Invoice Image page shows rendered invoices, as sent to your customers. Invoices are created using either the CashBox Standard or Basic Invoice Template, or your own, custom Invoice Template. 

Click the View Invoice Image button on the Invoice Details page to open a facsimile of the Invoice sent to your Customer.

The Invoice Image Page

CashBox also offers an Invoice Aging Report, which allows you to monitor your outstanding Invoices’ aging and payment history. For more information, see Invoice Aging Report.

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