Client Invoice Management Page

Developers: Normaneil Macutay

QA/Project Manager: Joy Apuya

Meeting Notes:Link

TABLE OF CONTENTS

• Workflow
• CREATE
• VIEW
• SEND 
• PAYMENT

Workflow

Creating, Viewing, Sending and Payment Process using RS Portal NAB Payment Facility

CREATE

1. The Accounts Personnel will create invoice in Xero. The default status is DRAFT

2.  Approve the invoice. The status will be set to AWAITING PAYMENT

3. Turn off Notification

VIEW

1. Go to Admin Portal>Client Invoice https://portal.remotestaff.com/client-invoice

2. Navigate below the dashboard to view Invoices

3. At Invoices tab, search for invoices by invoice number, Client Name, email address, Invoice Status, Currency and/or Tenants

4. Click the invoice to view directly the invoice or click the Name to view the Client and the list of its invoices

5. At Contacts tab, search for Clients by Name, email, account number and client status.

SEND 

(This process is for Finance Department Only)

1.  To Select the invoice:

a. Single Send - select a single invoice by ticking the invoice

b. Multiple Send - select multiple invoice

c. Mass Send - After ticking the top of the column title, it will display the total number of invoices. Click Select All [Number of invoices]

2. Once selected, click Send Email button

PAYMENT

1. Once email is sent to client and received, the client will click the invoice number link and will be forwarded to payment facility

2. This is a payment facility page. Sample link: https://nab.remotestaff.com/invoice/?id=[invoice_id}

3. Once the Client pay the invoice, an official erceipt will be sent to them.