How to Manage Invoices of an Individual Customer?

You can view, manage and track invoices created for a specific customer collectively in their respective profiles. You can view all invoices associated with a customer irrespective of its status (paid, unpaid, and archived) in the Customer Details Page. To access the list of Invoices tied to a customer,

1. Click on the "Customers" Module in the Menu.

2. Selecting a customer's name will take you to the Customer Details Page.     
   

3. Note:  You can also narrow down your customer search by using the Filter Option available below the Create New Customer button.
   

4. A customer's profile is split into three different panes. 
    - The left pane shows their profile with their contact information.
    - The middle pane consists of important sections like Details, Jobs, Notes, Quotes, and Invoices.       - The right pane shows service contracts and assets associated with the customer.           

1. Note: Quotes and Invoices section will be visible only if your organization has enabled the Quotes and Invoices module.
   
   

2. Click on the Invoices tab in the middle pane to view all invoices tied to that specific customer and their current status.

3. You can click on the Invoice Number to view complete information about an invoice.   
   

1. Note: The total number of invoices for the customer are indicated in the Invoices tab.
   

 

 

 

• Related Articles

• How to access and manage the customer portal ?

  How do you manage the customer portal settings in the Zuper Web App? How to enable / disable customer portal for individual customers? Enable Customer Portal Access by Default: It is now easy to provide access to the customer portal in a single ...

• How to access the Customer details page in V3 Zuper Web App?

  The Customer details page lets you view the complete information of the customer and all its associated records in a single place. From the customer listing page, you can click any one of the Customer names to go to the customer details page. 1. ...

• How to Manage Quotes of an Individual Customer?

  You can collectively view, manage and track quotes initiated for a specific customer in their respective profiles. On the Customer Details Page, you can view all quotations associated with a customer (both accepted and rejected). To access the list ...

• How to Manage Jobs of an Individual Customer?

  You can view, manage and track jobs initiated by a specific customer collectively in their respective profiles. You can view both completed and ongoing jobs in the Customer Details Page. To access the list of Jobs tied to a customer, Click on the ...

• How to access the Customer listing page in V3 Zuper Web App?

  Zuper's Customer's listing page helps manage customer information in one place for more efficient operations. Navigation: Clients -> Customers -> Listing Page Overview: 1. Select the "Clients" module from the left navigation menu and click the ...