Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Invoices may be searched and filtered using the search fields at the top of the Invoicing module.  A list of results that match the entered filter criteria will be displayed.

...

Searching for Invoices is also possible from several other modules, including:

...

How to Search for an Invoice

  1. In the main menu navigate to Customers/Debtors > Invoicing.

  2. The Search is automatically displayed on entering the Invoicing module.  Invoices are listed in descending order according to the Invoice Number below blank search boxes.

...

  • Invoice #

  • R/Plan #  (Job number)

  • Date (Invoice Date)

  • Order

  • File

  • Currency

  • Debtor (Customer) Code

  • Bill To (Customer Name)

  • Name

  • Branch

  • Type (In = Invoice, CR = Credit note, ADJ = Adjustment)

  • Src (the module the invoice originated in)

  • Cost Ctr (Cost Centre)

  • St (Status)

  • Pd (Paid Y/N)

  1. Select the Invoice to view further details.