The Invoice List

When navigating to Accounts Receivable > Invoices, the user arrives at the Invoices page. This page is comprised of four tabs of information: Invoices, Credits, Invoice/Credits Not Delivered, and Printed Batch History. Each tab has three common options: Export to Excel, Show /Hide, and Custom Grid Layout. Each of these tabs is described within this article.

Invoices Tab

This tab displays all invoices with an open balance.

Functions available from the Invoices tab:

Click on the hyperlink of an Invoice # to open the invoice record for viewing.
Click on the hyperlink of a customer name to open the customer record.
Pay an invoice with a credit card, eCheck, or cash/check.
Credit an invoice.
Export the currently viewed grid data to an Excel file.
Sort the grid on any of the column headers.
Group the grid data by one or more columns.
Create filters to refine the data displayed.
Show invoices with and without an amount due.
Select additional or different columns to display in the grid area, and save as a custom grid layout.
Generate recurring invoices.

Credits Tab

This tab will display all credits that have not been applied to invoices.

Functions available from the Credits tab:

Click on the hyperlink of a Credit # to open the credit record for viewing.
Click on the hyperlink of a customer name to open the customer record.
Apply a credit to invoices.
Export the currently viewed grid data to an Excel file.
Sort the grid on any of the column headers.
Group the grid data by one or more columns.
Create filters to refine the data displayed.
Show credits with and without an amount available to apply.
Select additional or different columns to display in the grid area, and save as a custom grid layout.
Generate recurring invoices.

Invoices/Credits Not Delivered Tab

A list of all invoices and credits that have not been marked as delivered will be shown in the grid area.

Functions available from this tab:

Click on the hyperlink of a Credit # to open the credit record for viewing.
Click on the hyperlink of a customer name to open the customer record.
Deliver invoices/credits. If the delivery method on the invoice or credit is set to email or mail, the item will be sent electronically. If the delivery method is set to print, a .pdf file will be created for downloading and printing.
Mark invoices and credits as printed.
Export the currently viewed grid data to an Excel file.
Sort the grid on any of the column headers.
Group the grid data by one or more columns.
Create filters to refine the data displayed.
Show credits with and without an amount available to apply.
Select additional or different columns to display in the grid area, and save as a custom grid layout.
Generate recurring invoices.

Printed Batch History Tab

A list of all print files for invoices and credits that have or have not been marked as printed will be shown in the grid area.