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Invoices Walkthrough in Pencil

Let's discuss the Invoices Menu in detail when you go to Pencil → Invoices

Overview of Invoices Menu in Pencil

  • Manual Sync Button
  • Invoice Filters (show/hide)
  • More Settings  Button (...) - "Import History" and "Invoices Exported Files".
  • Search Filters
  • Header Settings


    Actions
    View Invoice
    Status
    ABN/ACN
    Contact Name
    Contact Mobile
    Email Addresses
    Number
    Currency
    Total
    Tax Total
    Amount Paid
    Amount Due
    Transaction Fee
    Invoice Date
    Due Date
    Days Overdue
    Paid Date
    Disbursement Date
    Description
    Created Date

On the upper-right hand corner of the page, you will find the Green Sync Button.

When you click on the Sync Button, a pop-up will come up where you can type in the invoice number(s) to do a manual sync for the invoice. Separate the invoice number with a comma for syncing multiple invoices and hit Save.

Next to the "Manual Sync" button, you will find the grey "Export" button. Click on this button if you wish to export the invoices into a .csv file.

Next to the "Export" button, you will find the Filter button that will allow you to show or hide the filters.

Next to the "Filter" Button, you will find a grey button with 3 dots (...) which will show a drop-down option for "Import History" and "Invoices Exported Files".

Header Settings

Actions

Shows sub-menu options for invoices

→ More Actions (...)
View Invoice You can click on the "View Invoice" hyperlink to view the invoice
Status Status will show current status of an invoice (Paid, Unpaid, Overdue)
ABN/ACN Company's ABN/ACN
Contact Name Customer Contact Name
Contact Mobile Customer Mobile Number
Email Addresses Customer Email Address
Number Customer Mobile Number
Currency Currency used by Company
Total Total Invoice
Tax Total Tax for an Invoice
Amount Paid Amount Paid by customer
Amount Due Total Amount Due for customer
Transaction Fee Transaction fee included
Invoice Date Invoice Date
Due Date Due Date for the Invoice
Days Overdue Number of days overdue
Paid Date Date of payment 
Disbursement Date Date of Disbursement
Description Description
Created Date Created Date 

Under Actions → More Actions (...), you will find a drop-down menu to choose from.

  • Send Email
  • Pay
  • Create Payment Plan
  • Charge
  • Xero Invoice