Invoicing Configuration
On Japfu, each client can have a unique Invoice configuration set up.
Step 1 - Add a Client
To configure invoicing while adding a new client, fill the Client Details, Contact Details, and Documents as shown in the Client Management Guide.
Step 2 - Set Up Configuration
On the Invoice Configuration page, start by selecting a payment term from the dropdown or add a new payment term. Next, add the discount either in ‘%’ or in ‘$’.
If you wish to add approval levels for invoices, you can select the approvers. Add any terms and conditions if you wish to. Both these fields are optional.
The Advanced Options gives you the following options:
Attach timesheet to invoice - You can choose whether you wish to attach the employee’s timesheets to the invoice.
Send invoice to client via E-mail - Invoices can either be generated and shared with clients or generated for documentation purposes.
Send reminder to client via E-mail - To keep all payments on track, you can send a reminder email to the client with the invoices attached.
Click on Save & Continue
Step 3 - Add Integrations
Japfu provides integrations with two accounting systems: Zohobooks & Quickbooks
You can integrate your account with Japfu, enabling a flow of information to avoid duplicity of work and stay on track.
Understanding the Invoice Dashboard
Japfu offers an interactive dashboard that gives you a comprehensive view of all the key metrics you need to track.
Invoice Dashboard
Know the total amount invoices have seen raised for, the total received and the amount due over a custom period.
Unpaid Invoices
Get a breakdown of the unpaid invoices over as per the due period.
Know who your leading clients are based on the payments received against invoices.
Invoices and Payment Summary
The Invoices and Payment Summary give you an overview of of the total amount raised in invoices and actual payments received for the period selected.
Overdue Payments
Get a glimpse of all clients who are overdue on payments
Actual Income vs Expected Income
The Actual Income vs Expected Income graph helps you track deviations and assess financial performance.
Adding an Invoice
Step 1 - Go to Invoices
On the Payments Feature page click on Add Invoice.
Step 2 - Create an Invoice
Add the Invoice Period and select the Client Name from the drop down. This will auto populate the Invoice ID, Invoice Date, Payment Terms & Due Date. You will see a list of all employees placed with the selected client for whom invoices are pending. Click on the employee to either save the invoice as a draft or to save and send it to the client.
You can also make any adjustments desired which will reflect in the total
Step 3 - Update Record
To record a payment against an invoice, go to Invoices and select the desired one and click on the Record Payment option.
Here, you can add the amount received, the date of the payment, the payment mode, location where payment was received, add a reference ID and upload a document if wished.
You can also send a ‘Thank You’ email. Click on the ‘Record Payment’ button to save the details.
