Difference between revisions of "View Invoices"

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(Created page with "right File:Menu_viewinv.PNG View Invoices allows you to edit individual invoices and mark them as paid. To find an invoice use the followi...")
 
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* '''Exported to Accounts?''' - Choose to include previously exported, not exported or all invoices.
 
* '''Exported to Accounts?''' - Choose to include previously exported, not exported or all invoices.
 
* '''Order By''' - The display order of the invoices.
 
* '''Order By''' - The display order of the invoices.
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Click the 'Search Now' button to display the results.
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Attendance on 13-08-2018
  
 
[[File:INV_viewresults.PNG]]
 
[[File:INV_viewresults.PNG]]
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To edit an invoice click on the invoice number.
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[[File:INV_editinv.PNG]]
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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.
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Revision as of 12:38, 16 August 2018

Helpheader small.png

File:Menu viewinv.PNG

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

File: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

File:INV viewresults.PNG

To edit an invoice click on the invoice number.

File: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