Learn how to create invoices, track payments, and manage accounts receivable in ServX Pro.
Creating an Invoice
- Navigate to Commercial → Invoices
- Click "New Invoice" or generate from order
- Select the customer account
- Verify invoice date and due date
- Add or verify line items
- Apply any taxes and discounts
- Add payment terms and notes
- Click "Save" to create the invoice
Invoice Status
Draft
Sent
Partial
Paid
Recording Payments
Full Payment
- Open the invoice
- Click "Record Payment"
- Enter payment amount and method
- Add reference number (check/transaction ID)
- Save to mark invoice as paid
Partial Payment
- Open the invoice
- Click "Record Payment"
- Enter the partial amount received
- Invoice status changes to "Partial"
- Repeat until fully paid
Payment Methods
Cash
Card
Bank Transfer
Check
Tips
- Set up automatic payment reminders for overdue invoices
- Use credit notes for returns and adjustments
- Review aging reports regularly to manage cash flow