How End User Invoices Functional User Manual Works and How to Set It Up

End User Invoices Functional User Manual

End User Invoices









End User Invoices Listing







Import







Step 1: Click the Action button 
Step 2: Select Import





Step 3: Click and select Template Type
Step 4: Click Browse File and select the file you wish to upload 






Step 5: Click Upload to begin the import







After clicking Upload, the system redirects to the File Manager tab and displays a success message. The file status will initially show as Pending
The status will update automatically based on the backend cron cycle and may change to: Pending, Completed, Error (if any issues occur during upload)




Click the Action button to view available options for the uploaded file 


View Invoice Details





Click any invoice to open its details page


View Details & Reports






Step 1: Click the Action
Step 2: Select View Details



Add






Step 1: Click the Action
Step 2: Select Add New








Step 3: Enter Report Name and Select al other fields Click the Action
Step 4: Click the Generate Report







Click the Action-> Save Report






NotesNote When you select Report Type-> Detailed View System will disable Report View Option




Click on Action-> Generate Report system will generate report








NotesWhen Report Type-> Summary View system will enable Report View and Combine Months Options










Save report display on listing page






Edit







Click on report system will open a details page edit anything and generate report




Duplicate Report







Step 1: Click on Duplicate Report Icon








Delete






Step 1: Click on Delete Icon
Step 2: Click Ok OR Cancel button as you want
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