Invoices Page

The Invoices page is designed to be your one-stop-shop for accessing and actioning your Invoices. It includes columns, such as Invoice Status, Visit Stage and Invoice Age. It also includes extensive filtering for you to access Open, Paid, Auto Pay, Progress Billing Invoices, and more!

In this article:

Navigation & Filters
Quick Filter Tiles: Unpaid, Paid, All & Totals
Columns Display
Invoice Status Column
Communication History
Last Communication Column
Invoice Age Column
Visit Stage Column
Synced to QuickBooks Column
Invoice Dates & QuickBooks Syncing by Job Type
Invoice Due Dates

Navigation & Filters

To view all Invoices, navigate to:  Invoices, located on the left side of your screen.

All Invoices can be found on this page. Utilize the Filters to show Invoice Status (Visit Stage, Operation, Client, Invoice Type, Invoice Status, etc.)

Quick Filter Tiles: Unpaid, Paid, All & Totals

Narrow down the Invoices page to see only unpaid or paid or both unpaid & paid Jobs. Under each tile, see total in dollar amount.

Columns Display

• Click Columns and select one or multiple column types to display.
• To remove columns from display - from the dropdown list, click on the column name, when white, column is no longer shown in report.
• Rearrange columns by clicking and holding the column header, move to the left or right and drop.
• Sort rows by clicking the up & down sort arrows icon, click once to sort from low to high, and again to sort from high to low.
• Click the Save for All Users button to save columns and rows for all Users associated to this account.

Invoice Status Column

The Invoice Status is designed to help you understand critical information about individual Invoices in seconds. This allows you to action your Invoices quicker than ever. *You can also filter the Invoice page by Invoice Status.

Status	Image	Description
Not Sent		Not Sent= The Invoice is not sent via email, or not marked as Sent. Time Stamp unit = DNE (does not exist)
Sent		Sent= The Invoice is sent via email, or marked as Sent. Time stamp unit = x days ago
Viewed		Viewed= The invoice is sent and viewed. Time stamp unit = x days ago
Pending		Pending= A payment is processing but not applied. This is a temporary state that lasts less than a minute to prevent clients from double paying an Invoice. Time stamp unit = Attempted x days ago
Failed		Failed= The "Card on File" (Autopay) payment did not process. The success state for a Card on File payment is Paid. Time stamp unit = Attempted x days ago
Paid		Paid= Once the Invoice Balance is zero Time stamp unit = x days ago

Communication History

On the Invoices page, under each Clients' name in the Client column, you will find Communication History. Clicking this will open up and display ALL SingleOps-logged communications with that Client.

Last Communication Column

The Last Communication column provides quick context into the last touchpoint you had with the client (not specific to invoices), such as, communication type and amount of days ago. This is helpful when it comes to determining if it is too soon to reach out to the client again or if it’s time to reach back out.

Invoice Age Column

The Invoice Age column will tell you how many days your Invoice is past due, as set by your Invoice Terms (e.g., Net 15, 20).

Invoice Age Example Image	Description
	Invoice Date + Invoice Terms = Due Date Example: If Invoice Date = July 1 Invoice Terms = Net 14 Due Date = July 15
	Invoice Age = # of days past Due Date Per previous example ^: If Due Date = July 15 Invoice Age = 1 on Jul 16
	From before the Due Date up to the Due Date, "Current" will display.
	In Invoice Date = DNE (does not exist) No Invoice Age and not Due Date will display.

Visit Stage Column

The Visit Stage is meant to help larger businesses understand when it is time to send the Invoice to the Client. It also gives insight into when and Invoices sync to QuickBooks. *You can also filter the Invoice page by Visit Stage.

Status	Image	Description
On Hold		On Hold= When a Client is marked as On Hold, this status cascades into Jobs, Visits and Invoices. *Note: On Hold status will not have a time stamp.
Scheduled		Scheduled= A Visit is on the Calendar. The time stamp reflects the date in which the Visit is scheduled for.
Completed		Completed= A Visit is marked as Completed. The time stamp reflects when the Visit was marked as Completed.
Approved		Approved= A Visit is marked as Approved. The time stamp reflects when the visit was marked as Approved.
(Blank)		(Blank)= Relevant to RUP, CMB, and Fixed Invoice types - these Invoices Types are unable to carry a Visit stage.

Synced to QuickBooks Column

The Synced to QuickBooks column on the Invoices page is designed to keep users aware of the sync status of individual invoices. This column is hidden by default and will only show when your account is synced to QuickBooks Online or QuickBooks Desktop.

Symbol	Status
	Invoice has synced to QuickBooks.
	Invoice has NOT synced to QuickBooks.

Invoice Dates & QuickBooks Syncing by Job Type

The table below displays Invoice Date and Syncing by Job Type. Also included is the Account Setting associated to each date, you can make these changes by going to Setup > Account Settings > Search Account Settings and searching the account setting provided in the table below. *The Invoice page can be filtered by Invoice Type.

Invoice Due Dates

Navigate to: Invoices > click either  to view.