INVOICES TAB

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The Invoices tab on the Recent Activity section of the Home Page allows you to see the newly created invoices and the invoices which has recent updates.

Under the Invoices tab:

The grid below displays the account names and the invoice number of the newly created or modified invoices. The other details of the invoice can also be seen in this section.

The Account Name where the invoice was created and applied to is a link which redirects you to the Edit Account page and allows you to edit the information of this account. Use the tabs at the bottom of the Edit Account page to add or edit additional information for the account. Click the Save and Return button to save the changes you have made and return to the Home page.

On the rightmost column of the grid are icons which allow you to manage a specific invoice.

Edit Invoice Icon redirects you to the Edit Invoice page and allows you to edit the Invoice Date and Due Date for the selected invoice. Click the Transactions tab bellow to add transactions to the invoice, or click the customer comments or internal comments tab to add comments to this invoice. Click the Save and Return button to save the changes made to the invoice and return to the Home page. You can also use the links on the toolbar to mark this as invoiced or print the invoice.

 Print Invoice Icon redirects you to the Print Invoices page. Click the Print  button on the toolbar to preview the invoice and send it to your default printer. Click the Save button to update the printed flag for the registrations associated to account or click Cancel to exit the Print Invoices page without updating the printed flag for the invoice.

The link at the bottom of the grid allows you to search for more invoices in the system. Click the Search for more Invoices link to redirect to the Invoices Search page where you can add search filters to locate the invoice you are looking for. The Go To Page link on the bottom right side of the grid allows you to go directly to the page where the invoice you are looking for or you want to manage is located.