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Management Customer [Customer Name] Invoice

ConnexCS allows for straightforward Invoice generation for all providers. The tool is another way to end gaps in communication between providers and customers.

Global Invoices

You can also manage Invoices in Global Invoices.

Add new Invoices

To add a new invoice:

  1. Click at the top of the page.
  2. Select the customer from the drop-down menu.
  3. Set an Invoice Date in the bottom right.
  4. Click Edit Invoice Item.

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  5. The selected Package will autocomplete the Quantity, Unit Price, and Tax. You can revise these parameters as needed.

  6. Set a date range.
  7. Click Save, and then Save the Invoice.

View and Edit Invoices

View To download a PDF version of an Invoice, select alt text.

Edit Click alt text to change the date, then click Edit Invoice Item to revise additional parameters.

Invoice Line Grouping

Use Invoice Line Grouping to group the invoice based on the destination or day. You can set this in My Account > Settings.

Allocate Payment

To allocate customer payments to a specific invoice:

  1. Click View Payments next to the Invoice.
  2. Click .
  3. Select the required payment.
  4. Enter the total paid.
  5. Click Save.

Automatic Invoice Generation

You can also generate an invoice through Schedule Report.

Click here to check the process for creating the invoice.