History & Preview

Preview is autogenerated at 2:00 AM on billing day, auto confirmation is made at 22:00. It shows all transactions, invoices and proforma invoices issued for a particular period of time. It is possible to set a filter by period of time according your needs, for example, custom range for a few months or half of the year.

History Period

When you click on icon Download icon in Operations column a window will appear with all transactions, invoices and proforma invoices issued for that period. You can download the list of transactions and invoices in HTML format.

Preview


History Preview could be a useful feature for the mass billing, when you need to double-check customer's services and prices for a group of customers before issuing invoices for them. It is possible to do by creating proforma invoices for customers, who is due to pay, and checking them in a history preview.

How to create Proforma invoices (automatic and manual creation) were mentioned in Proforma invoices. After proforma invoices (for a particular day) will be created you can check the full list of them in Finance → Proforma Invoices.

List

Then click on icon Download in Operations column in Finance → History Preview and download file with all proforma invoices for the period that need to be checked. The rest of invoices and transactions for that date will also be there.

Preview