Jisti also allows flexibility on invoicing. Although the Jisti application has invoicing features, we can also have the option to use the invoicing system external to the Jisti application.
Head on to Settings > Invoicing & Payments.
There are three checkbox fields: Use Invoicing, Use External Invoicing and Use Stripe Payments.
There are four cases for setting these three checkbox fields.
For Case 1, when Use Invoicing is checked and Use External Invoicing field is checked, the Use Stripe Payments is greyed out.
These four cases have different implications on the display of the three pages, namely: the Clients profile, Sessions form and the Invoiced Filter in Sessions page.
For Case 1, the Clients profile does not display the Invoices area.
When the Invoices area is not displayed in the Clients profile then this implies that we don’t use the Jisti’s internal invoicing system.
For Case 1, the Sessions form displays the Invoice No. field.
When the Invoice No. field is displayed in the Sessions form, then this gives us an option to enter an invoice number - from an external invoice system.
For Case 1, the Invoiced Filter in Sessions page returns external invoices only.
The Session Page has three views for viewing schedules. These are: Weekly (W), Monthly(M), and Date Range(All). Clicking on the All button will allow us to see all the Sessions records for a date range. Four filter fields are displayed, which are: Date Range, Status, Type and Filter.
The Filter drop down allows us to narrow the search according to whether the Session Account is Paid, Invoiced, Unpaid or Uninvoiced.
Filter the Invoiced.
This is what is returned after clicking on Search.
Thus for this Case 1 example, the there are no external invoices .
For Case 2, the Clients profile displays the Invoices area.
When the Invoices area is displayed in the Clients profile, then we can create an invoice, edit an invoice, download an existing invoice or email an existing invoice.
This is the case where we should use the Invoice internal to the Jisti application; and should refer to the Invoice # for a particular invoice.
For Case 2, the Sessions form does not display the Invoice No. field.
When the Invoice No. field is not displayed in the Sessions form, then we have no option to enter any invoice number. It is because we are using Jisti’s internal invoicing system where the Invoice No. is auto-generated.
For Case 2, the Invoiced Filter in Sessions page returns the internal invoices that were created.
Below is matrix, summarizing the behavior of the Clients profile, Sessions form and what is returned by the Invoiced Filter in Sessions page.
