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Invoices

Only users with the roles of Dealer Authorized, Accounting and Salesperson can access the Invoices screen.

Invoices created on the opening screen are listed in two separate tabs as Paid and Unpaid in a table. You can access the details of the relevant invoice and the transactions button by pressing the orange triangles at the beginning of each line in the table or by holding the line you want to perform a transaction on for half a second.

Transactions Button

You can perform the following transactions from the action page that will open when you press the transactions button of the invoice you selected.

  • Share Mamopay Link
    If the payment method of the created invoice is Mamopay, this option will appear. When you click this button, you can share the mamopay link of the created invoice.

  • View Invoice
    When you click this option, you can either review the invoice from the screen that will open or share it with the share invoice button on the top right.

  • Share Invoice
    You can share the invoice with the method you choose by clicking the share invoice button.

  • Send Invoice by E-mail
    This option can only be accessed from the Paid Invoices tab. You can send the invoice to the relevant customer's e-mail by clicking the Send Invoice by E-mail button.

  • Edit
    You can re-edit the invoice you selected.

  • Delete
    You can delete the previously created invoice with this option.

Creating an Invoice

  • You can create a new invoice by filling in the required fields on the Create an Invoice page that opens by tapping the + button on the top right of the Invoices page.

    Creating an invoice consists of four stages and a preview. Please check each stage of the invoice you created from the preview tab.