Understanding the Invoices Page

Step 1: Navigate to the Invoices Page

Log in to your Pabau account, and from the left sidebar menu, click on ''Money'', then select ''Invoices'' to open the Payments page.

Step 2: Understanding the Invoices Overview

When you open the Invoices page, you’ll see a table listing all invoices for the selected date range. You can use filters, search, and customise the table to show the information that matters most to you.

Here’s a breakdown of the key elements on the Invoices page:

Filters and Controls

At the top of the page, you’ll find options to help you filter and search through invoices:

• Invoice Date
  Filter by a specific date range, such as today, this month, or a custom period.

• Location
  View invoices issued at a specific location.

• Payment Status
  Filter by status — for example, All, Paid, Pending, or Overdue.

• Filter By
  Use additional filters to narrow down results even further. You can also save these filters as a custom view for quick access later.

• Search
  Search by client name, invoice number, or other keywords.

• Edit Columns
  Click this to show or hide specific columns in the table based on your needs.

• Create Invoice
  The ''Create Invoice'' button in the top-right corner opens the Point of Sale (POS), where you can generate a new invoice and process a sale.

What Each Column Means

Each invoice is shown in a row, with the following details:

• Invoice No.
  A unique identifier automatically assigned to each invoice.

• Balance
  The amount still outstanding on the invoice. If unpaid, this will be shown in red.

• Client
  The name of the client the invoice is assigned to, along with their profile image or initials.

• Invoice Date
  The date the invoice was created.

• Sync Xero
  Displays whether the invoice is synced with Xero, if integration is enabled.

• Paid
  The total amount that has been paid towards the invoice.

• Payment Due Status
  Indicates whether the invoice is Paid, Pending, or Overdue.

• Next Payment Due Date (Days)
  Shows how many days remain until the next scheduled payment is due - this is typically used for invoices that are part of a payment plan or subscription.

• Payment Method(s)
  Displays the method(s) used to pay the invoice - for example, Cash, Card, Bank Transfer, or Online. Multiple methods will be shown if a split payment was used.

• Payment Status
  Indicates the payment progress of the invoice - for example, Paid, Partially Paid, or Unpaid.

You can also reorder the columns by hovering over a column header, clicking and holding the dots icon, then dragging the column to your preferred position. This helps you customize the table layout for your workflow.

By following these steps and using the available filters and tools, you’ll be able to manage your invoices efficiently, stay on top of outstanding balances, and maintain clear financial records for your clinic.