The Accounting page¶

Who can do this

View Invoices to open the page. Each action needs its own right — see Who can do what.

Click Accounting in the sidebar. It lists every quote and invoice in the account, newest first.

The Accounting page: All, Invoices, Quotes and Recurring Setup tabs, a search box and filter, and a table of documents with Number, Client, Date, Status, Total, Created By and Recon columns

All, Invoices and Quotes narrow the list; Recurring Setup shows recurring billing.
Search clients or numbers… finds a client or a document number.
Total at the top right counts what the list holds.

Click a row to open its client's panel. The two icons at the end of each row open the PDF and Void the document.

A document's lines¶

Click the arrow at the start of a row to see what's on it, without leaving the list.

An invoice opened in the list, showing its lines — Leak detection, After-hours emergency fee and Additional labor — with code, quantity, unit cost, tax and line totals, and the grand total

Columns¶

Status: Tick Paid to mark an invoice paid; BaseCloud asks for the date it was paid. The paid date shows next to the tick. A void document shows Void. See Payments.
Recon: Tick Recon once you've matched the payment in your bank. Invoices only.
Convert to Invoice: Under a quote's number. See Turn a quote into an invoice.

Filters¶

Click the filter icon.

The Filters window: Payment Status, Reconciliation, Created By, Date Created and Date Paid for quotes and invoices, then filters on the client — Client Added, Status, Manager, Origin — and on its custom fields

Filter on the documents — Payment Status, Reconciliation, Created By, Date Created, Date Paid — or on their clients, including your custom fields. Filters you set show as chips above the list, and stay set the next time you come back.

Many at once¶

Tick the boxes at the start of the rows — or the box in the header for everything the list holds — and a bar appears at the bottom.

Two documents selected: the bar says 2 records selected, with Bulk Actions open — Convert to invoice, Mark as paid, Mark as reconciled, Remove reconciled, and Void locked — and an Export CSV button

Bulk action	What it does
Convert to invoice	Turns the selected quotes into invoices. Automations that react to it run, such as one that creates the invoice in Xero.
Mark as paid	Asks for one paid date and marks every unpaid invoice paid. Quotes and paid invoices are skipped.
Mark as reconciled	Marks paid invoices reconciled. Quotes and unpaid invoices are skipped.
Remove reconciled	Takes the reconciled mark off.
Void	Voids the selected documents. Type void to confirm. Paid invoices are skipped.

A message says how many were changed and how many were skipped.

Export¶

Export CSV in the bar saves the selected documents — or everything the list holds, with the header box ticked — to a CSV file. It has each document's number, client, date created, amount, status, date paid and reconciliation. Exporting needs Export Invoices.