Customer invoices
Invoice against the subscription purchased by the customer
In saaslogic, an invoice will be generated for each customer subscription, and it will recur based on the payment frequency. All the customers invoices will be listed under "Invoices".
INVOICE DETAILS THAT ARE LISTED
Name of the product to which the customer has subscribed
Invoice Number
Total Payable Amount
Current Payment Status
PAYMENT STATUS
The payment status against each product is defined as either Pending or Received
Pending - is when the customer is yet to make any payment against the generated invoice for a product.
Received - This is when the customer has made the payment against the invoice.
The other features in the invoice section are the following:-
Search invoice based on Product, Start Date and End Date.
Filter invoice based on Product, Invoice Number, Due Date, Payment Status.
A Refresh button to ensure that the page returns to its default state with the defined default invoice date and due date.
The ellipse against each invoice will display the following actions:-
Mark as paid
Send payment link
Write off invoice
Mark as Paid - This is used to indicate that the customer can make the payment against that particular invoice in the offline mode and you can mark that invoice as paid or payment received.
Send Payment Link - Here the payment link will be mailed to the default contact of the customer and the customer can make his/her payment using that particular link.
View each invoice by clicking on the Invoice Number.
Each invoice will have the following details:-
The customer address or the Billed to address
The service period during which the invoice is charged
The date on which the invoice is generated
The invoice number by which it can be identified
The due date within which the payment should be made
The current status of the invoice (Pending or Received)
The name of the subscription for which the invoice is charged
The price of the subscription
The quantity of the subscription bought
The Gross amount of the subscription
Any credits due towards the subscription or the customer
Discounts that can be availed
Tax applicable
Total Payable Amount
The merchant address
Gross Amount - The is arrived at by calculating the Base Price and other charges. Tax will be applicable only to this Gross Amount. Any credit that is due or any applicable discounts will be deducted from this amount.
Total Payable Amount - Thus, a Total Payable Amount will be arrived at. This will be the final amount that the customer will have to pay you for using your product and the services associated with it.
Tax Exemption - In case you have opted for tax exemption, it will be mentioned here along with the tax exemption number.
