The Invoice product section in the admin portal allows you to create, manage, and track invoices for the services and products you offer to your customers. This section provides a centralized platform to streamline your invoicing processes and ensure accurate and timely billing.

1. Accessing the Invoice Products

To access the Invoice Products section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/services/products/invoice.
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Invoice Management section automatically.

2. Creating a New Product

The Invoice Management section typically provides options to create new products and set their invoices. Here’s how you can create a new invoice:

• Click on the “Ass new invoice” button, usually located at the top of the page.
• Select the product for which you are generating the invoice.
• Specify the services or products included in the invoice. You can add line items for each service or product, including the description, quantity, price, and any applicable taxes or discounts.
• Provide additional invoice details, such as the invoice number, invoice date, and payment terms.
• Save the product once all the details have been entered.

3. Managing Product Invoices

In this section, you can view and manage your existing invoices. Some common actions you may perform include:

• Editing products for their rates: If permitted, you can modify the details of an existing invoice. Edit the invoice as required and save the changes.

• Sending Invoices: Depending on your workflow, the Invoice Management section may provide options to send invoices directly to customers via email or generate printable versions for offline distribution.

• Recording Payments: When a customer submits a payment for an invoice, you can record the payment details in the Invoice Management section. This helps you track and reconcile customer payments.

4. Generating Reports

This section may offer reporting and analytics features, enabling you to generate reports on invoice-related metrics. This includes reports on outstanding invoices, revenue trends, payment history, and customer invoice summaries. These reports provide valuable insights into your invoicing process and financial performance.

5. Saving and Applying Changes

After creating or modifying invoices, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the invoice management page to save your changes.