The Invoice section in the OpenScope ERP SAAS admin portal allows you to create, manage, and track invoices for your business. This section provides a centralized platform to streamline the invoicing process and monitor the status of each invoice.

1. Accessing the Invoice Section

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

• Open your web browser and enter the URL: https://dev.openscope.in/admin/invoices
• 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 Invoice

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

• Click on the “Create New Invoice” button, usually located at the top or bottom of the page.
• Enter the relevant details for the invoice, such as the client name, invoice number, and invoice date.
• Specify the products or services being invoiced, including quantities, pricing, and any applicable discounts or taxes.
• Attach any supporting documents or files that are relevant to the invoice, such as purchase orders or contracts.
• Save the invoice once all the details have been entered.

3. Managing Invoices

In the Invoice Management section, you can view and manage the existing invoices. Some common actions you may perform include:

Editing Invoices: If permitted, you can modify the details of an invoice. Edit the invoice as required and save the changes.

Deleting Invoices: To remove an invoice, select the invoice from the listing and click on the delete button or option. Exercise caution when deleting invoices, as it may impact the financial records and transaction history.

Tracking Invoice Status: The Invoice Management section provides options to track the status of each invoice. You can monitor whether an invoice is pending, paid, overdue, or partially paid, as well as any associated comments or updates.

4. Invoice Payments and Reminders

Depending on the capabilities of the OpenScope ERP SAAS system, the Invoice Management section may offer features for recording and tracking invoice payments. This includes marking invoices as paid, recording payment methods, and sending payment reminders to clients for overdue invoices.

5. Reporting and Analytics

The Invoice Management section may include reporting and analytics features, allowing you to generate reports on invoice history, outstanding payments, revenue projections, and other relevant metrics. These reports provide valuable insights into your invoicing process and help you monitor your financial performance.

6. 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.