In MagManager, the invoicing screen is accessed by clicking on Invoicing on the top navigation bar. From here, you can raise indiviudual or bulk invoices for clients and add payments.
The invoicing screen is divided is 2 parts:
The sidebar listing the publications and the issues or months when viewing the Invoice by date.
The main part where the Invoices are displayed on the Invoiced tabs and the To Invoice tab where the bookings waiting to be invoiced are displayed.
Across the top of the screen are the print, email & transfer options.
Invoiced tab - invoices
Lists all the invoices that contain a booking in the issue selected in the sidebar.
Check boxes - use these to select invoices to bulk email, print or transfer to a third party account package.
Print only and Email only toggle switches - will select the invoices based on their delivery setting.
Magnifying glass - expands the details of the invoice
Invoice number, date and company name are self explanatory.
Delivery - is the invoice delivery method and is set on the client details tab.
Interval - is the invoice period and is set on the client details tab
Items - are the number of bookings that make up the invoice
Amount & VAT are self explanatory.
Last Emailed - is the date the invoice was emailed to the client from MagManager
Exported - is the date the invoice was transferred to the third party accounts package if connected
Paid - a green tick indicated the invoice is paid a red x indicates the invoice in unpaid. Clicking the red x opens up the payment screen ready to add a payment
Flags - clicking on the funnel allows for searching based on company flags.
Search box - used to search for a client or invoice number.
Invoice Search - on the top navigation bar - use this to locate a specific invoice number, if you are not sure which month or issue it relates to.
Magnifying glass
Clicking this will expand the details of the invoice and present the options to email, print or cancel the individual invoice.
The edit icon at the end of the invoicing line, allows you to edit the description field. It will change to a save icon, once saved the invoice is regenerated with the new description.
Invoiced tab - invoices by date
Changes the Issues section of the sidebar to Invoiced In and displays the month. Selecting the month displays the invoices based on the date of the invoice.
To invoice tab
This displays the bookings waiting to be invoiced.
If you use Invoice Periods, the bookings will appear under the relevant period tab.
Zero value bookings are not automatically selected, to display them turn on the ‘Show zero amount booking’ toggle switch.
Check the boxes of the bookings to be invoiced and click the green ‘Create Invoices for xx bookings now’.
Invoicing periods - twice per issue invoicing
The Amount field is colour coded:
Red indicates it's the first half of the booking to be invoiced.
Green indicates it's the second half of the booking to be invoiced.
Example showing the first invoice for Ty Price Hall - detailing the publication as March 2026, his second invoice would detail the publication as April 2026
