UddoktaPay Invoice Management Guide
The Invoice Management section in UddoktaPay provides comprehensive tools for creating, managing, and tracking invoices. This guide covers both standard invoices and invoice links.
Invoice List Navigation
View Options
- All: View complete invoice list
- Unpaid: Filter unpaid invoices
- Invoice Link: Access payment links
List Management
- Customize entries per page display
- Export options (CSV, Excel, PDF)
- Print functionality
- Search across all fields
Invoice Information Columns
- Brand: Associated business name
- Invoice Id: Unique identifier
- Name: Customer name
- Email or Number: Contact information
- Amount: Invoice value
- Date: Creation timestamp
- Status: Current state
- Details: Additional information
Invoice Details View
Available Actions
- Copy: Duplicate invoice details
- Edit: Modify invoice information
- Send Mail: Email invoice to customer
- Delete: Remove invoice
Best Practices
- Regularly monitor unpaid invoices
- Keep accurate customer information
- Set clear payment terms
- Follow up on overdue payments
- Maintain organized invoice records
Tips for Efficient Invoice Management
- Use clear, consistent invoice numbering
- Keep detailed transaction notes
- Regularly backup invoice data
- Monitor payment patterns
