NextGen | Invoices and Receipts
About
This article describes how you can access the company’s 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
Related Articles
Classic | Invoices and Receipts
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