Finance

1. How do I access the invoices section in Brexa?

2. What are the main functionalities of the invoices feature?

3. How do I create a new invoice?

4. Can I edit an existing invoice?

5. How do I add line items, discounts, or taxes to an invoice?

6. Is there a way to save an invoice as a draft before sending it?

7. What information is required to create an invoice?

8. How do I assign an Invoice Id?

9. Can I customize the fields such as Name, Email, Mobile No, and Invoice Type?

10. How do I specify the "Related To" field for an invoice?

11. How do I view all invoices in the system?

12. Can I filter invoices by status (e.g., paid, unpaid, overdue)?

13. How do I search for a specific invoice using the Invoice Id or customer details?

14. Is there a way to sort invoices by date, amount, or status?

15. What are the different invoice statuses (e.g., paid, unpaid, overdue) and what do they mean?

16. How do I change the status of an invoice?

17. What actions can I take on an invoice (e.g., send reminder, delete, duplicate)?

18. Can I generate a PDF or print an invoice directly from Brexa?

19. How do I send an invoice to a customer via email?

20. Can I customize the email message that accompanies the invoice?

21. Is there a way to track if an invoice email has been opened by the recipient?

22. How do I record a payment against an invoice?

23. Can I issue partial payments and track them?

24. How do I handle refunds or adjustments to an invoice?

25. Is there a way to set up automated reminders for overdue invoices?

26. How do I generate reports on invoice metrics such as total invoiced amount, outstanding payments, and overdue invoices?

27. Can I export invoice data to a spreadsheet or accounting software?

28. Is there a dashboard to monitor the financial performance of invoices?

29. Can I customize the layout and appearance of the messaging interface?

30. How do I add my company logo and branding to invoices?

31. Is there an option to include terms and conditions or notes on the invoices?

32. How is invoice data protected in Brexa?

33. Can I set permissions for different users to view, create, or edit invoices?

34. How do I ensure compliance with financial regulations and data protection laws?

35. Can I integrate Brexa's invoice feature with other financial software (e.g., QuickBooks, Xero)?

36. How do I synchronize invoice data with my accounting system?

37. Is there an option to set up automated workflows involving invoices?