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Invoicing Tracking

Invoice tracking is used to ensure all counterops being fabricated are being invoiced. Invoice tracking serves a guide on what needs to be invoiced and an insurance alternative so no invoices are missed. 

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To view invoice tracking, click the "Invoices" tab. 

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Click the down arrow to the left of Create Project. Click "Invoice Tracking" to change the view. 

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The invoice tracking view is grouped by the countertop order status. 

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If all the countertops are completed, it will be grouped at the top with Invoice. After you invoice the countertops in your separate invoicing software, click the invoice status to "Invoiced". 

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If the invoice status is "Invoiced", that project will move down to the bottom of the view grouped with "Project Invoiced" 

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If all the countertops are not completed on a specific project, the project will stay grouped in the middle with "Project In Process". 

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Additional fields for greater tracking include: 

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1. Invoice Number

2. Invoice Date

3. Invoice Copy 

4. Invoice Price Entry 

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