Difference between revisions of "List Invoices"
From Charitylog Manual
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+ | List invoices produces a report or export of invoices based on the criteria specified below: | ||
[[File:INV_list.PNG]] | [[File:INV_list.PNG]] | ||
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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. | ||
+ | |||
+ | Click the 'Display In Browser' button to run the report or 'Export To Spreadsheet' to create a spreadsheet. | ||
+ | |||
+ | [[File:INV_printlist.png|1400px]] | ||
+ | |||
+ | --- | ||
+ | [[File:helpheader_small.png|right]] |
Revision as of 11:18, 16 August 2018
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.
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