When you move to Mucka we bring your old invoices with you. They sit in their own list, separate from the invoices you raise here, so you can look back at what you charged without them muddling up your Mucka figures.
Where to find them
Open Invoices. If your account has history, you'll see a link in the toolbar telling you how many invoices came across, something like 3,790 from before Mucka. Tap it.
If you don't see that link, there's no history on your account. That's normal if you started fresh rather than moving from another system.
Look something up
The search box takes an invoice number or a few words from the description. So if a customer rings up asking about invoice 7666, or you want to see what you charged the last time you did a landlord safety check at a particular address, type it in and Mucka finds it.
The list shows the invoice number, who it was for, the date, the total and whether it was paid. Tap any row to open the full invoice.
What's on the record
Opening an invoice shows you what the document said at the time:
- The customer and the invoice date
- Every line you charged for, with quantities and prices
- Subtotal, VAT and total
- Any payments recorded against it
- The engineer's notes from the job, where your old system kept them
- A link through to the Mucka job it was raised against, where we could match one up
It's a record, not a live invoice
This is the important bit. These invoices are read-only. You can't send them, edit them, chase them or record a payment against them, and they don't count towards your Mucka revenue or your VAT. They're there so you can look back.
If an old invoice is genuinely still unpaid and you want to chase it, raise a fresh invoice in Mucka for the outstanding amount.
One thing to know about FreeAgent
If your history came from FreeAgent, you'll see the totals but not the line-by-line breakdown. FreeAgent doesn't include invoice lines in the data it hands over, so there's nothing for us to show. Invoices from Commusoft, Xero and QuickBooks come across with their full breakdown.