The traditional way to send invoices for projects, change orders, subscriptions, contracts, and calls is from within their details view. Projects, change orders, subscriptions, contracts, and calls have a "Payments" tab in their details view, allowing users to request and track payments.
Another way to send and track invoices on Cloud is from the "Billing" page. This page lets you manage payments for all projects, change orders, subscriptions, contracts, and calls. This page is ideal for a Cloud user managing their organization's payments.
You will find the following on the Billing page.
Widgets
Total Collected YTD
This widget shows the payments collected in the current year.
Transactions and Deposits
Clicking "View All" in these widgets will take you to the Transactions or Deposits pages.
These widgets are only seen if you use the D-Tools Payments functionality to collect payments. Otherwise, you will see a D-Tools Payments tile with the option to enable the functionality.
D-Tools Payments is D-Tools' own payment processing solution, available as an add-on to Cloud.
Check out this collection of articles for more details about how to enable and use D-Tools Payments.
Invoices Due
This widget shows the breakdown of invoices by their statuses. You can view invoices at different time intervals, from today to all time.
Monthly Payments
This widget shows the monthly breakdown of payments collected and requested for a given year.
You can download the monthly breakdown as a CSV file.
Payments
The Payments table shows payment terms and invoices for projects, service contracts, and service calls across all accounts. You can filter both terms and invoices by account, project, contract, subscription, call, date range, and status.
Terms
On the "Terms" tab, you can select Projects, Contracts, or Subscriptions and then select the relevant project, contract, or subscription to view its payment terms.
The terms will be listed along with the account, dates, amount, and invoice number assigned by Cloud, depending on the invoice number format set under "Settings > Custom > Number Formats."
You can click "Create" in the Invoice column to create an invoice for the payment term and send it to the customer.
Invoices
On the "Invoices" tab, you will see the invoices for the projects, service contracts, subscriptions, and service calls for the account.
The invoices will show the invoice number, account details, dates, convenience fee, transaction fee, total amount, status, and a QuickBooks Online or Xero invoice number when accounting integration is enabled.
You can use the filter at the top of the table to filter the invoices by any criteria.
You can sort invoices by invoice number, account name, date, or total amount.
Invoices that have not yet been sent to the customer will show a status of "Draft." If you are using a payment integration, the invoice status will automatically change and be reflected in the "Status" column. You can also manually change the status in the column.
You can click "New invoice" at the top-right corner of the table to create an invoice for a project, contract, or subscription.
You can archive an invoice if you don't need it by selecting it, clicking "Action on selected," and then selecting "Archive invoice."
Cloud will archive the invoice, and you can see it using the "Include" filter at the top.