Factures impayées
This screen allows you to view paid and unpaid invoices, filter by past due invoices, and view and manage invoices in any status.
Numéro : Le numéro unique de la facture.
Type : Le type de facture.
- Recur: A recurring invoice generated from a contract.
- Ad Hoc : Une facture que vous avez créée et qui n'est pas basée sur un contrat.
ID du client : L'identifiant unique du client.
Sous-total : Le sous-total de la facture.
Taxe : Taxes appliquées à la facture.
Total : Total de la facture.
Solde : Le solde impayé de la facture.
Distribution : La méthode utilisée pour envoyer la facture au client et la date d'envoi.
Statut : Le statut de la facture.
- Brouillon : La facture est un projet et n'a pas encore été finalisée.
- Approuvé : La facture a été approuvée mais n'a pas encore été envoyée au client.
- Approuvé et distribué : La facture a été approuvée et envoyée au client.
Approuvé : Cette colonne est vide si la facture a été approuvée. Un bouton vert « Approuvé » apparaît dans cette colonne si la facture n'a pas été approuvée.
Date de la facture : La date à laquelle la facture a été générée.
Date d'échéance : La date à laquelle le client doit payer en fonction de la date de la facture et des conditions du client.
Durée impayée : Nombre de jours écoulés sans paiement.
Durée impayée : La catégorie ou la fourchette de durée impayée dans laquelle se situe la facture impayée.
Bouton Afficher : Afficher la facture.
Bouton Payer : Appliquer un paiement à la facture.
Bouton Modifier : Modifier la facture.
Bouton X rouge : Supprimer la facture.
Note: Removing an invoice does not remove or close a contract. An invoice can always be re-generated for the period. To close a contract see the following article: Site Options
Deleting Invoices
- Deleting an invoice permanently removes it from your account. Once deleted, users can no longer view, search for, or report on that invoice in new reports.
- Recovery is not self-service. A deleted invoice can only be considered for restoration by submitting a special recovery request to Support, and recovery is not guaranteed.
How an invoice may be removed
- Invoices are removed by a user action (delete) within the product. Access to delete invoices may be restricted by your organization’s permissions.
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After deletion, the invoice will no longer appear in invoice lists, searches, or reports generated after the deletion.
Note: You can filter the information in this screen by the following criteria:
- Plage de dates
- Statut d'approbation
- État des paiements
- Autres critères
Paiements
This screen contains information about payments you have entered against invoices.
Date : La date à laquelle le paiement a été saisi.
Facture : Le numéro de la facture sur laquelle le paiement a été effectué.
Client : Le nom du client.
Montant : Le montant du paiement.
Note: If it is a credit, the amount will show in parenthesis to indicate a negative amount.
Méthode : Le mode de paiement utilisé pour le paiement.
Mémo : Le texte du mémo de la facture, le cas échéant.
Ajouté par : Le nom de l'utilisateur qui a saisi le paiement.
Note: You can filter payments by date range.
Invoice Email Notifications
Use this guide to verify which email address TrackTik uses for invoice notifications and update it if needed.
Where to find the main company email
- Navigate to: Settings > Company Information.
- Locate the Company Email. This is the primary contact email for your organization in TrackTik.
Optional:
Navigate to: Settings > Company Information > Billing Information
Locate the Contact Email. You can specify a separate email for invoices.
If the Contact Email field in Billing Information is populated, TrackTik will typically send invoice notifications to this address instead of the default one.
Tips and considerations
- Ensure the new email address is valid and actively monitored.
- If the new address recently bounced or marked prior emails as spam, contact TrackTik Support to remove it from the suppression list before testing.
- After updating the email, ask your IT team to allow messages from TrackTik’s sending service to avoid filtering.
Invoice notes visibility
Notes added to invoices are permission-based and may only display when the invoice is viewed in the portal by users with appropriate access. Invoices emailed via Automatic Alerts, do not evaluate user permissions so the Notes column is intentionally excluded from the emailed PDFs.
Invoice Notes in Emailed PDFs
The Notes column on an invoice can be visible when viewing the invoice in Back Office, but may not appear in the PDF that is automatically emailed to clients. This behavior is intentional and depends on how the invoice is generated and who is viewing it.
Behavior (By Design)
- The Notes field is permission‑based and is displayed only to Back Office users who have access to view invoice notes.
- Automatically emailed invoices - including those sent through Prepare in Batch, standard email send, or mass send - do not include the Notes column.
- Automated email processes do not evaluate Back Office user permissions, so internal Notes are excluded from the generated PDF.
What This Means in Practice
- When you view an invoice in Back Office, the PDF you export from your own screen can include Notes, depending on your permissions.
- When the system emails an invoice automatically, the PDF sent to the client will not include Notes, regardless of your access level.
- This difference is expected behavior at this time.
Workaround to Include Notes in a Sent Invoice
If you need to send an invoice containing Notes:
- (From Dashboard view) Go to Billing → Invoices (tab).
- Open the invoice.
- Make sure your role is permitted to view Notes.
- Use Print/Download PDF from the invoice view (this exports the same version you see on screen).
- Attach the saved PDF to an email and send it manually.
For multiple invoices, this must be repeated per invoice.
There is currently no automated batch method that includes Notes in emailed PDFs.
Comment consulter les courriels historiques des destinataires pour les factures envoyées
Pour consulter un journal des adresses courriel des destinataires pour les factures déjà envoyées :
Va dans le tableau de bord → Facturation → voir toutes les factures.
Localisez la facture et cliquez sur le bouton Détails .
Dans l’écran des détails de la facture, sélectionnez l’onglet Journaux de courriels (côté droit).
L’onglet Journaux de courriels affiche un enregistrement pour chaque fois que la facture a été envoyée par courriel, incluant la date, l’heure et l’adresse courriel du destinataire.
Permission requise
Les utilisateurs doivent avoir la Invoice: Edit permission activée :
Paramètres → Rôles & Sécurité → Dossier de facturation → Facture : Modifier → ACTIVÉ
Sans cette permission, le bouton Détails et l’onglet Journaux de courriels ne seront pas visibles.