Difference between revisions of "List Invoices"

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[[File:Menu_listinv.PNG]]
 
[[File:Menu_listinv.PNG]]
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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.
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* '''From Invoice Number''' - Lowest invoice number to include in the range.
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* '''To Invoice Number''' - Highest invoice number to include in the range.
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* '''Earliest Invoice Date''' - The earliest invoice date to include.
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* '''Latest Invoice Date''' - The latest invoice date to include.
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* '''Project''' - Allows you to specify a certain project or all.
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* '''Exported to Accounts?''' - Include invoice that have been [[Export Invoices|exported]], not exported or both.
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* '''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:INV_printlist.png|1400px]]
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[[File:helpheader_small.png|right]]

Revision as of 11:18, 16 August 2018

Helpheader small.png

File:Menu listinv.PNG

List invoices produces a report or export of invoices based on the criteria specified below:

File:INV list.PNG

  • 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.

1400px

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Helpheader small.png