1.1. The calendar displays:
The received payments in green
The overdue invoices in red
The paid and overdue invoices in orange
And the next deadline in blue
1.2. The summary table shows:
- « Number of invoices » : today’s number of invoices/ last week’s, last month’s and this year in total.
- « Total invoice » : the amount charged today / last week, last month and this year in total.
- « Cashin » : Today’s collected money / last week’s, last month’s and this year in total.
- « Unpaid » : today’s missing payments / last week’s, last month’s and this year in total.
1.3. Main navigation menu :
- « Quotes/D.N/Pf.I Tab » Quotes, delivery notes and pro forma invoices management interfaces (search, create, modify, send)
- « Invoices/ Refund Invoices Tab » IInvoices, recurring invoices and refund invoices management interfaces (search, create, modify, send, collect)
- « Products tab » Products management interfaces (search, create, modify)
- « Clients tab » Clients management interfaces (search, create, modify)
- « Reports tab » Reports interface (statistics)
- « Configuration tab » Configuration and setting of your TOOLS4COM OIS account interfaces
- « Logou » Leave the application
1.4. Click on quicklinks to :
- « New quote » – create a new quote
- « New delivery note » – create a new delivery note
- « New pro forma invoice » – create a new pro forma invoice
- « New invoice » – create a new invoice
- « New refund invoice » – create a new refund invoice
- « New product » – create a new product
- « New client » – create a new client
