Admin Menu

Billing Manager

The Billing Manager Admin Menu is the main menu that provides access to all the admin management sections. Quickly view information about Invoices using the Dashboard or manage Settings. To access the Billing Manager Admin Menu you must be logged in with a DNN account with View and Edit permissions.

From the Billing Manager Admin Menu the following sections can be managed:

Dashboard - The Dashboard screen provides a report on Invoice activity. From the Manage Listings screen you can view Total Invoices, Invoices Sent, Paid and Unpaid. For more information about the Dashboard screen please see the Dashboard KB article.

Invoices - The Invoices screen is used to add, edit or delete invoices. For more information about the Invoices screen please see the Invoices KB article.

Payments - The Payments screen displays a grid view listing of your payment history. For more information about the Custom Fields screen please see the Payment History KB article.

Customers - The Customers screen shows information about your Customers. From the Customers Management screen you can Edit, Update and Delete Customers. For more information about the Customers screen please see the Customers KB article.

Products - The Products screen includes the ability to add, edit or delete your products and services. For more information about the Products screen please see the Products / Services KB article.

Staff - The Staff screen allows configuration employees, contractors or any billable personnel to be added a line item on Invoices. For more information about the Staff screen please see the Staff KB article.

Setup - The Setup screen allows you to configure options that apply module wide in your billing manager. For more information about the Setup screen please see the Setup KB article.

My Company - The My Company screen allows configuration of your company's information which is used on Invoices. For more information about the My Company screen please see the My Company KB article.

Invoice Templates - The Invoice Templates screen allows you to customize the invoices that are generated. For more information about the Invoice Templates screen please see the Invoice Templates KB article.

License - The License screen allows entry of the License Key to unlock the full version of the module. For more information about the License screen please see the How to License Your New Smith Module KB article.