The Invoices module is the primary place to bill your clients and keep track of your sales in Syncro. 

The Invoices module lets you:

• Create invoices
• Add items from inventory or manually create new items
• Calculate invoice totals using the tax rate of your choice
• Email your clients an invoice PDF with a custom message
• Refund previously paid invoices
• Navigate to the related ticket (if the invoice was converted from a ticket)
• Sync to your accounting integration (if enabled)

This document provides an overview of the information you’ll find in the Invoices tab and the actions you’ll be able to take for one or more invoices in the table that displays on the page. (This is also known as the Invoices module.)

Overview

Click the Invoices tab in the Syncro header to display the Invoices page and table. 

The Invoices page contains a search feature (1), an action bar (2), an Invoice metrics panel (3), and the Invoices table (3):

Locate & Act on Invoices

There are many ways you can locate invoices on the Invoices page; once you have the invoice(s) you want, there are several actions you can take.

Search for an Invoice

At the top of the Invoices page is a search field you can use to locate particular invoices in the table.

Type some information into the search field, then click Search. Some things you can enter include: an invoice number, part of the Organization's Name, an item name, an Invoice Name, etc. Syncro updates the Invoices table based on your search. Clear the search field and click Search again to remove your search criteria.

Click the sliders icon to reveal and select one or more of the advanced search filters, each of which are Yes/No options:

• Emailed: Show invoices that have/have not been emailed to the Organization.
• Recurring: Show invoices that were/were not generated using a recurring/scheduled invoice template.
• Took Payment: Show invoices that have/have not had a payment applied.
• Paid: Show Invoices that have/have not been marked as Paid.
• Synced: Show invoices that have/have not synced to your accounting platform. (Requires a pre-configured QuickBooks or Xero integration.)

Click Apply to apply the advanced search filter(s).

To undo the filter(s) select the blank dropdown option (neither Yes nor No) then click Apply again.

Select & Modify One or More Invoices

When you check one or more boxes to the left of Invoices in the table, the Bulk Actions button menu appears. ]

Click Bulk Actions to open the Bulk Action Invoices pop-up window, from which you can mass print, email, or quick pay the selected invoices:

Click Send to perform the action(s) and close the pop-up window.

Invoice Modules

Lastly, the Invoice Modules button menu has options to navigate you quickly to Recurring Invoices and the View Payments page:

Use the Invoice Metrics Panel

The Invoice Metrics panel shows you where you stand with your invoicing by tallying and displaying:

• The number and dollar value of all open invoices (orange button).
• The number and dollar value of all overdue invoices (red button).
• The number and dollar value of all invoices paid in the last 30 days (green button).

Click any of the colored buttons to quickly filter the Invoices table by Open, Overdue, or Paid Invoices (last 30 days):

Click the button again to display the full table.

Use the Invoices Table

The upper right corner of the table displays the total number of invoices (in this example, “71”), which may be displayed across multiple pages. (If needed, pagination controls appear at the bottom.)

By default, the Invoices table displays a list of all your Syncro invoices and includes at-a-glance information about:

• Invoice Type: A regular, one-time invoice is noted with a shopping cart icon. A recurring (also called scheduled) invoice  is noted with a refresh icon (). There's also a Quick Preview available here.
• Invoice Number (#): A Syncro-generated invoice number. Click to open the Invoice Details Page.
• Customer: The Organization being invoiced. Click the hyperlinked name to open their Details Page. There's also a Quick Preview available here.
• Items: The name of items being invoiced in a comma-separated list.
• Invoice Name: If available, a descriptive name you've entered for the invoice. You can change this on the Invoice Details Page.
• Status: If a Ticket is associated with the invoice, displays an icon based on that ticket's Status. See How Ticket Statuses Change. An open ticket displays as an orange tag icon.
• Paid: An unchecked box if the Invoice has not yet been paid. A green-circled checkmark if the Invoice has been paid.
• Took Payment: A gray-circled checkmark if a Technician took a payment.
• Date: The date the Invoice was generated/created.
• Due Date: The date a payment is due for the Invoice.
• Ref #: An optional Ref Number/Check Number, which is available on the Edit page of an existing Invoice.
• Total: The total amount of the invoice.

Sort & Quick Preview Information

In the Invoices table, you can click any colored column header to sort the invoices by that column. Click again to reverse the sort order.

Quick Preview the Invoice: Hover over the Invoice Type to reveal a magnifying glass icon, then click it to see a Quick Preview of the Invoice. You'll see all the line items as well as the Invoice totals and payments. The status of the Invoice, any sync to QuickBooks or Xero displayed at the top, and a few buttons you can use to perform basic actions on the Invoice.

Quick Preview the Organization: Hover over the Organization to reveal a magnifying glass icon, then click it to see a Quick Preview of the Organization. You'll see that Organization's Balance, Credit, and Total Invoiced, as well as high-level Details, some Recently Created Invoices and Payments, and any Custom Fields.