Kberkidge: Created page with '==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 t…'

2012-07-06T04:00:47Z

Created page with '==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 t…'

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==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 [[InvoiceManageInvoice|''Manage'']] or [[InvoiceDownload|''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.

# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will appear.
# Select the required customer account. The ''Account Summary'' tab will display.
# 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.

# 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

InvoiceDisplay - Revision history

Kberkidge: Created page with '==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 t…'