Difference between revisions of "List Invoices"
From Charitylog Manual
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| − | [[File: | + | [[File:list_inv1.jpg|400px|alt="the list invoices button highlighted in the invoicing menu"]] |
| − | [[File: | + | List invoices produces a report or export of invoices based on the criteria specified below: |
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| + | [[File:list_inv2.jpg|700px|alt="the list invoices criteria entry page, included fields such as date, invoice number, project."]] | ||
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| + | * '''Customer Name''' - Specify the service users name. | ||
| + | * '''From Invoice Number''' - Lowest invoice number to include in the range. | ||
| + | * '''To Invoice Number''' - Highest invoice number to include in the range. | ||
| + | * '''Earliest Invoice Date''' - The earliest invoice date to include. | ||
| + | * '''Latest Invoice Date''' - The latest invoice date to include. | ||
| + | * '''Project''' - Allows you to specify a certain project or all. | ||
| + | * '''Exported to Accounts?''' - Include invoice that have been [[Export Invoices|exported]], not exported or both. | ||
| + | * '''Paid?''' - Include Paid, Unpaid or both. | ||
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| + | Click the 'Display In Browser' button to run the report or 'Export To Spreadsheet' to create a spreadsheet. | ||
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| + | [[File:list_inv3.jpg|800px|alt="a list of invoices in a reporting format"]] | ||
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| + | |||
| + | ---- | ||
| + | [[File:helpheader_small.png|right]] | ||
Latest revision as of 16:48, 9 February 2024
List invoices produces a report or export of invoices based on the criteria specified below:
- Customer Name - Specify the service users name.
- From Invoice Number - Lowest invoice number to include in the range.
- To Invoice Number - Highest invoice number to include in the range.
- Earliest Invoice Date - The earliest invoice date to include.
- Latest Invoice Date - The latest invoice date to include.
- Project - Allows you to specify a certain project or all.
- Exported to Accounts? - Include invoice that have been exported, not exported or both.
- Paid? - Include Paid, Unpaid or both.
Click the 'Display In Browser' button to run the report or 'Export To Spreadsheet' to create a spreadsheet.
