Customer invoice

Customer invoice report

Customer invoices are generated when the customers perform any transaction with the company. Customer invoice reporting collectively reports all the customer transactions based on a specific month. The users need to select the month for which they want to generate the report and tap on creating.

The process of report generation in customer invoices in Tactic is performed with an integration of two stages. The first stage is the stage of Activation, the second stage is the stage of report generation.

Activation stage

It is important to turn on the invoice module before processing with the process of report generation. The steps for activating invoice module are, Home -> Setup -> Modules & Applications -> Invoice module -> Activate

Report generation stage

After completing the activation stage, the users now need to start the process of report generation. For achieving success in report generation, the users need to follow the provided steps, Billing menu -> Customer invoice -> Payments-> Reporting -> preferred month -> create -> Save the generated PDF files.