📌Invoice Management

Invoice Management in Aerie provides organizations with a streamlined and efficient way to handle billing and financial transactions. This feature allows users to generate, track, and manage invoices directly within the platform, ensuring accurate and timely payments.

Generating Invoices

To create a new invoice, navigate to the 'Invoices' section under the 'Assets' menu. Click on the '+ Create' button to open the invoice creation form. Fill in the necessary details, such as the client name, amount, and description of the services or products provided. Once all information is entered, click 'Create' to generate the invoice. The new invoice will be added to the list and can be viewed or edited as needed.

Invoice Details

Each invoice contains detailed information about the transaction, including the date of creation, the member who generated the invoice, the client’s name, and the amount billed. The invoice also includes a unique identifier for easy tracking and reference.

Tracking and Managing Invoices

The invoice management dashboard provides a comprehensive overview of all generated invoices. Users can filter invoices by status (e.g., paid, unpaid, overdue) to quickly identify pending payments. The dashboard also displays key metrics such as the total amount billed and credits utilized, helping organizations keep track of their financial performance.

Invoice Status

Invoices can have different statuses, indicating their payment state. The possible statuses include:

• Success: The invoice has been paid successfully.

• Pending: The invoice is awaiting payment.

• Overdue: The invoice payment is past the due date.

Invoice Actions

Users can perform various actions on invoices, such as editing details, sending reminders to clients, and marking invoices as paid. To edit an invoice, click on the 'Edit' button next to the invoice in the list, make the necessary changes, and save the updates. To send a reminder, click on the 'Send Reminder' button, and an automated email will be sent to the client.

Credits and Discounts

The invoice management system also supports the application of credits and discounts. Users can add available credits to an invoice, reducing the total amount due. This feature is particularly useful for managing customer loyalty programs and providing incentives.

Financial Analytics

The 'Invoices' section includes analytics tools that provide insights into the organization’s billing activities. Users can view graphs and charts that summarize the total billed amount, credits used, and invoice generation trends over time. These analytics help organizations make informed financial decisions and improve their billing processes.

Ensuring Accuracy and Compliance

Aerie's invoice management system is designed to ensure accuracy and compliance with financial regulations. It maintains detailed records of all transactions, supporting transparent and auditable financial practices. By centralizing invoice management within the platform, Aerie helps organizations streamline their billing processes and maintain financial integrity.