Explanations of the functions:
Send payment request: The name of the customer to whom the payment request is being sent can be seen next to it. The "Send payment request" button is used to send a payment request to the customer by email, which contains all currently listed, outstanding invoices (this only works if the bank details for the store have been filled in - if not, a red error message appears when the button is clicked in the top right-hand corner).
Payment requests: If the payment request has been successfully sent after clicking on "Send payment request", the current date is automatically entered in the "Payment requests" column for all relevant entries, since when the invoices have been listed as "unpaid".
Customer name: Clicking on the customer name opens the individual customer view in the same browser tab. In this view, the customer's outstanding invoices can also be viewed by store in the lower area and marked as paid. Payment reminders can also be sent, exports created, and the order details viewed by clicking on the invoice number.
In-no. (invoice number): Clicking on the invoice number opens the order details of the corresponding customer order.
Excel: With the "Excel" button, which is located at the top, all filtered customer invoices are exported as a xlsx file.
Download button next to the store name: The "Excel download store" button, located next to the store name, exports all filtered customer invoices from this store as a xlsx file.
Download button next to the customer name: The "Excel download customer" button, located next to the customer name, will export all filtered accounts receivable invoices from this customer as a xlsx file.
Checkbox "paid": The "paid" checkbox can be used to mark the invoices as paid. To save this, you must then click on the "Save selected" button. The status can also be reset to "unpaid" in the same way (depending on the filter selected, paid invoices may not be visible. These can be made visible again by selecting the "display all" filter).
Payment date: The current date is entered for the payment date as soon as the "paid" checkbox has been clicked and saved. It is not the date on which the customer actually paid. The actual date and time of receipt of payment should ideally also be checked and documented externally in order to avoid confusion or misunderstandings.
Via the customer list - individual customer view
When viewing a customer via the customer list, the store owner can see all open invoices in the lower area. From there, it is possible to send a payment request to the customer by email, mark invoices as paid and create exports.
Procedure for the individual customer view:
1. Go to the customer list under Admin: Customer > Customer list > Search.
2. Now click on the "View" button for the customer.
3. Scroll down to see the open customer invoices.
4. The invoices that have already been paid can now be marked as "paid" by clicking on the checkbox next to "paid". Then click on "Save selection".