InvoiceDisplay

Displaying Invoices

There are two methods to display invoices generated by the system for your customer Accounts:

• Customer Account Record via the Invoices tab of the Customers > Customer List > view Account page. This will only show the selected customer account’s invoices.
• Accounts Receivable Invoice List via the Finance > Accounts Receivable > Invoice List page. This function will show all invoices generated for all accounts.

From either Invoice list page, you can Manage or Download an invoice.

To Display Invoices from the Customer Account Record

The customer account Invoices page displays a list of all invoices generated by the system for the selected customer account only.

1. Select Customers > Customer List > from the Menu. The Customer List page will appear.
2. Select the required customer account. The Account Summary tab will display.
3. Click the Invoices tab. The Invoice List page will appear showing all invoices for the selected customer.

Search

You can locate an invoice in the Invoice List by using the Search function. The following fields can be used to search for invoices:

• Invoice ID

To Display Invoices using the Invoice List

The Invoice List function displays a list of all invoices generated by the system.

1. Select Finance > Accounts Receivable > Invoice List from the Menu. The Invoice List page will appear showing all invoices for all customers.

Search

You can locate an invoice in the Invoice List by using the Search function. The following fields can be used to search for invoices:

• Account Number
• Customer Name
• Invoice ID
• Approved Status : All, Pending, Approved, Rejected or Rendering
• Date From : allows date selection via a Calendar tool
• Date To : allows date selection via a Calendar tool