Accounting - Invoice Overview

00:04: Hello and welcome to your daily use accounting tab.

00:06: Invoice, overview video. If you are either an office admin or a

00:11: managing broker, then this video was for you.

00:14: Within the accounting tab. If you select invoices, you'll have an opportunity to view

00:18: a financial summary. That tells you how many invoices your viewing and where they're

00:22: currently sitting as far as status Cisco. You can choose to hide that sidebar,

00:26: show the sidebar, But ultimately as we manipulate our filters, those

00:30: numbers update, so you can sort and filter by keyword, meaning

00:34: you can look through the deal name, the deal address the client, or the

00:38: daily, Sid. There are statuses that are tied to

00:42: your invoices which can be all statuses or you can view email.

00:46: Meaning that invoice has been sent from daily use.

00:49: And if that's the case, there's a column here for email date, which shows you the last date

00:53: that it was sent Overdue.

00:57: Paid, which means we've received all the money in its fully paid.

01:00: Partially paid meaning. We still have an open balance.

01:04: Pending, which is when there's no action that's been taken at this time and a

01:08: write-off as well, meaning that we had. A full invoice or a partial invoice.

01:12: Where we had to write off that balance. You can filter your

01:16: invoices by broker groups of Brokers or all brokers in your firm.

01:21: You can use the calendar, start date and end date to view.

01:24: What invoices are due within any period of time that you select.

01:27: So you can choose the dates here. You can export your results

01:31: to excel filter by office. And if you'd like to use the quick date range, you

01:35: can view all invoices, regardless of the due date.

01:37: The ones that are doing the next 30, 60, 90 days, six

01:42: months, or even this fiscal year, In the grid view, you

01:46: can resource any of these columns by the headers across the top.

01:50: You can also customize the view to hide different headers and Columns of data.

01:55: If you look at the actions column here, there's an option to view the invoice internally.

01:59: And if I click that, it's just a nice layout of the information on the invoice.

02:05: We can go back and we can download or print that invoice.

02:08: Meaning I can just hit the download and have a PDF.

02:12: Or I also have an opportunity to email that invoice from the system.

02:17: If you do that, you can automatically select your billing contact that's been included in

02:21: your deal. You can type in an email if that's not already set up, you

02:25: can copy the Brokers, the invoices itself is already attached, however

02:29: you do have an opportunity to edit the subject message and even attach

02:33: additional files. Once you hit send the last email date

02:37: in the column updates to show you the last day that you sent your invoice.

02:42: You also have the option to hide that sidebar and show as applicable or as needed.

02:47: If you have any questions on the deals invoices, please contact your support team.

02:51: Thank you and have a great day.