The Project Invoice Inquiry page in TamilAccounting ERP allows users to review, filter, and manage project-related invoices. This page provides a comprehensive overview of all project invoices, enabling you to track payments, monitor due dates, and ensure that all project billing is up-to-date.

Key Sections:

1. Search and Filter Options:

   • Reference: Enter a reference code to search for specific invoices. This is useful for quickly locating a particular invoice.
   • Customer: Filter the invoices by selecting a specific customer from the dropdown menu. This helps in viewing invoices related to a particular client.
   • Date Range: Use the date fields to filter invoices based on their creation date. This allows you to narrow down invoices within a specific time frame.
   • Salesman: Filter invoices by the salesperson responsible for the transaction. This is useful for tracking the performance of individual sales representatives.
   • Branch: Select a specific branch to view invoices generated by that branch.
   • Project: Filter by project to see invoices related to a specific project. This is particularly useful for project managers.
   • Status: Choose a status filter to view invoices based on their payment status, such as "Paid," "Overdue," or "Pending."

2. Invoice List Overview:

   • The list displays all relevant invoices with the following key details:
     • Type: Indicates that the invoice is a "Project Invoice."
     • # (Invoice Number): The unique identifier for each invoice, allowing easy tracking and reference.
     • Order/Project: The name or identifier of the project or order associated with the invoice. Clicking on this link typically allows you to view more details about the project.
     • Date: The date the invoice was issued.
     • Due Date: The date by which the payment is due. This helps in tracking overdue payments.
     • Customer: The name of the customer to whom the invoice is issued.
     • Branch: The branch associated with the project invoice.
     • Amount: The total amount billed on the invoice.
     • Balance: The remaining balance due, if any.
     • Status: The payment status of the invoice, such as "Paid" or "Overdue." The status is color-coded to indicate whether action is required (e.g., red for overdue).

3. Actions:

   • More Button: Each invoice has a "More" button that provides additional options for managing the invoice:
     • View Details: Allows you to see the detailed breakdown of the invoice, including line items, taxes, and payment history.
     • Edit: Modify the invoice details if any adjustments are necessary.
     • Print: Generate a printable version of the invoice for physical records or customer distribution.
     • Send: Email the invoice directly to the customer.
     • Void: Cancel the invoice if it was issued in error or if the project was canceled.

How to Use the Project Invoice Inquiry:

1. Searching and Filtering Invoices:

   • Use the search bar and filters to quickly locate specific invoices. This is particularly useful when managing a large number of invoices across multiple projects and customers.

2. Reviewing Invoice Details:

   • Click on the invoice number or project name to view detailed information about the invoice. This includes the items billed, payment terms, and any associated project details.

3. Managing Invoice Actions:

   • Use the "More" button to access additional actions such as editing, printing, or sending the invoice. This ensures that all necessary follow-up actions, such as payment reminders, are handled promptly.

4. Monitoring Payment Status:

   • Regularly check the status column to identify invoices that are overdue or pending payment. This helps in maintaining a healthy cash flow and ensuring that projects are billed and paid on time.

5. Handling Overdue Invoices:

   • For invoices marked as "Overdue," take immediate action by contacting the customer or applying any applicable late fees as per your payment terms.

Summary:

The Project Invoice Inquiry page is a vital tool for managing and tracking project-related billing in TamilAccounting ERP. It provides a clear overview of all invoices, helping you ensure that all project work is billed accurately and paid promptly. By effectively using the search, filter, and action options, you can streamline your invoicing process and maintain efficient project financial management.