Managing your invoices is simple in Coacha Custom. You are able to see the status of each, search for specific invoices and mark invoices as paid.
You can find your Invoices in : INVOICING > YOUR INVOICES
Here you can see the status of each, search for specific invoices and mark invoices as paid.
Searching for specific invoices.
Sometimes you will need to find a specific invoice. You can search for invoices in a number of ways.
- By Customer
- By Status
- By Date or Date Rage.
You can also export a report of invoices based on your search. Simply hit the export button. Note: if you don't perform a search, the Export feature will create a report on all of your invoices.
Draft - These are invoices set to draft status.
Open - Current Invoices that are not due yet.
Due - Invoices that are on or past their Due Date.
Paid - Paid invoices.
Refunded - These are your invoices where you have marked them as refunded.
Date - This is the date the invoice was issued.
Invoice number - The invoice number.
Customer - the customer to which the invoice has been assigned.
Price - The total net invoice price.
VAT - VAT on the invoice.
Due - The invoice total due.
Status - The current status of the invoice.
Taking Actions on your invoices.
You can take actions on your invoices directly from the Manage Invoice section.
In the 'Action' column you can mark invoices as paid, edit their content, view them and delete them.
Note: An upgrade to Coacha Custom is required to achieve the branding in this guide. To upgrade, simply log into Coacha - head to DASHBOARD > Coacha Custom and select upgrade.