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Introduction
The invoicing module has been designed to make it easy to keep track of the invoices you have generated, as well as those received from another organization that are due for payment. When creating invoices, you can associate them with an organization, allowing you to track both what you need to collect and what you need to pay.
The invoicing module is accessible via the left-hand menu under your organization's name, and also via the Tasks menu.
Please note that invoices, like most elements in the platform, are linked to a season, so make sure you're in the right season to view invoices.
Search
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You can search by status or by type, depending on whether you have selected send or receive;
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Select invoice with draft status
The side panel opens
Click on action
You can choose between :
Submit: This sends the draft invoice to the e-mail address of the contact indicated on the invoice.
Edit: This allows you to modify the invoice information. You can then submit it. The status will then change to pending.
Cancel: This cancels the invoice. The status will then change to cancelled.
Cancel invoice
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Select invoice with "pending" or "draft" status.
Side panel opens
Click on action and choose cancel
The invoice status will then change to cancelled.
Resend payment link
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