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Changes for page Managing Invoices

Last modified by David Stadnyk on 2026/04/06 15:23
From version 22.1
edited by David Stadnyk
on 2026/04/06 15:19
Change comment: Uploaded new attachment "1775488762250-822.png", version {1}
To version 25.2
edited by David Stadnyk
on 2026/04/06 15:23
Change comment: There is no comment for this version

Summary

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2 2  
3 3  = Billing =
4 4  
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6 +
5 5  The **Billing** section is a core module of the application, accessible from the left-hand navigation sidebar. It provides tools for managing financial transactions related to members, including invoice creation, tracking, and payment management.
6 6  
7 7  ----
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12 12  
13 13  * **Manage Invoices** – Search, view, and manage member invoices.
14 14  * **Manage Payments** – View and process scheduled payments for member contracts.
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15 15  
16 16  ----
17 17  
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54 54  |**Sales Person**|The staff member associated with the invoice, if applicable.
55 55  |**Invoice Status**|The current status of the invoice (e.g., //Approved//).
56 56  
60 +==== [[image:1775488857341-436.png]] ====
61 +
57 57  ==== Table Actions ====
58 58  
59 59  The toolbar at the top of the Invoices table provides the following actions (applied to selected rows):
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72 72  
73 73  Clicking on an **Invoice ID** in the Invoices table opens the full detail view for that invoice. A selected invoice row is highlighted in blue.
74 74  
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81 +
75 75  ==== Header ====
76 76  
77 77  The top of the detail view displays key reference information:
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