CurbPOS: Billing 

Contents

• Needs Review 
• Open Invoices
• Paid Invoices 
• Taking Payment
• COD and Account Invoices 

Needs Review 

Under Billing, the Needs Review tab will show you any invoices that need review. You have the option to filter for;

• Frequency
• Rate Sheet 
• Delivery 
• Date Range

You can also select an invoice or batch of invoices to choose from a number of Action options;

• Send & Mark Open
• Mark Open
• Send 
• Print 
• Download 

Open Invoices 

Under Open Invoices, you can click the card icon which will expand to show the attached Payment. You can complete Actions (individual OR batch action) and also filter for the following;

• Overdue
• Balance
• Terms
• Frequency 
• Rate Sheet 
• Delivery 
• Date Range 

Paid Invoices 

Similarly, under Paid Invoices you can filter using the following methods;

• Method
• Terms 
• Frequency 
• Rate Sheet Delivery 

Taking Payment

Under any of these sections, you can click + Add Payment to take payment. You'll find the following fields;

• Customer
• Date
• Payment Method 
• Reference # 
• Memo 
• Attachments
• Invoice and Payment amount 

COD and On Account Invoices 

• COD and On Account are Customer types.
• Please note, COD invoices will go straight to OPEN status
• Account invoices will go to NEEDS REVIEW

Updated 9/19