NextGen | Invoices and Receipts

NextGen | Invoices and Receipts

About

This article describes how you can access the company‚Äôs transaction history as well as generate a statement from the system.  How to update the company's banking details are also explored.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Invoices and Receipts for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


To access the article that explains the same for the Classic version, please select this link:  Classic | Invoices and Receipts

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.

Updating the Company Banking Details

The payment method was facilitated during the sales process and displays on the Basic Company Information Screen.  



The Payment Method Field


If you have selected to pay via debit order, please note that the main billing run is on the 8th of every month.  The account from which the debit order will be recovered from, can be accessed on the Banking Details Screen.



The Bank Details Screen


Viewing Transaction History

Transaction history and statements can be extracted from the Invoices and Receipts Screen.



Transaction history will display for every month the company has been registered on the system.  All fees payable for companies and frequencies registered on your profile will reflect in one invoice.

An Extract of the Invoices and Receipts Screen




Important Comments

Example of a Tax Invoice


Example of a Statement



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