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Vision Helpdesk Billing

Karishma Sibal May-9th, 2015 16:28 0 0

Billing

Billing module consists of all the details of invoices and the transactions that are carried out. All the details of the clients related to the invoice along with the status will be mentioned here. In order to use the Billing module it is necessary that the status of the module should be enabled. Otherwise the access will be denied for the particular module. This can be done by the admin from:

Admin settings>> Module >> Billing>> Status(Enabled)


All the settings related to the Billing can be done by the admin under the billing module. All the settings related to Billing can be set domain wise.

Towards the top Billing Module consists of tabs such as Summary, Orders, Invoices and Transactions.

1.Summary:

Summary consist of brief account for billing, it gives a condensed form of the information. It will display the summary domain wise. 


Domain:

The particular domain is to be selected from the drop down list. Based on the domain which is selected, it will display the information related to that domain.

It will display the count for Today's Income, Month Income, Year Income, Unpaid Invoice, Overdue Invoice, New Invoice, Today's due Invoice and Today's paid Invoice .

2.Orders
:

Orders that are placed by the client will be listed here. The products with paid status will appear under the list of orders. Orders remain pending until they are reviewed. 


Mass Action on Orders:

It is possible to select a single order or more than one order and delete them using the Delete option.


Update order:

The status for the particular client can be easily updated using the update option. When you click on the particular order then the status for that order can be easily updated.

Status:

By default the status that is mentioned for the order is pending. The status will be pending unless it is reviewed by the admin. There can be various statuses that can be set for the order from the drop down: Active, Pending, Incomplete and Cancelled.

3. Invoices:

It contains details related to the invoice of all the clients. At a quick glance it gives all the information related to the invoice.


Mass Action on Invoices:

It is possible to select one invoice or more than one invoice and perform different actions on them.


Send: Using the Send option the particular invoice will be send to the email address of the client.

Delete :The particular invoice can be deleted using the Delete option.

Mark unpaid:The status of the particular invoice can be changed from paid to unpaid using this option.

Mark cancelled:The status of the particular invoice can be changed from paid to cancelled using this option.


4. Transactions:

The list of transactions that is carried out for the particular invoice will be mentioned here.


Transactions:

The list of transactions that is carried out for the clients would be mentioned under transactions. Transaction can be considered as the instance to buy something.

Mass Action on Transactions:


It is possible to select a single transaction or more than one transaction and delete it using the delete option.


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