View Invoices

From Charitylog Manual
Jump to: navigation, search
Helpheader small.png

Menu viewinv.PNG

View Invoices allows you to edit individual invoices and mark them as paid. To find an invoice use the following options:

INV viewinv.PNG

  • Customer Name - Specify the service users name.
  • From Invoice Number - If you are looking for a range of invoices enter the lowest invoice number to include.
  • To Invoice Number - If you are looking for a range of invoices enter the highest invoice number to include.
  • Earliest Invoice Date - Enter the date of the earliest invoices to include, this use the invoice date set by the Pre-Invoice list.
  • Latest Invoice Date - Enter the date of the latest invoices to include, this use the invoice date set by the Pre-Invoice list.
  • Project - Allows you to specify a certain project or all.
  • Paid? - Include Paid, Unpaid or both.
  • Exported to Accounts? - Choose to include previously exported, not exported or all invoices.
  • Order By - The display order of the invoices.

Click the 'Search Now' button to display the results.

Attendance on 13-08-2018

INV viewresults.PNG

To edit an invoice click on the invoice number.

INV editinv.PNG

On this page you can then make changes to the existing data as well as add additional invoice lines. You will be displayed a blank line where you can add an item, click 'Save Details' to save and create a new line. You can also add a message, mark as paid, add a cheque number and specify the paid date. Click the 'Print' button to reprint the invoice.



Helpheader small.png