Invoice and Credit List Definitions

The Invoice List

When navigating to Accounts Receivable > Invoices, the Invoices page opens. This page has these tabs of information: Invoices, Credits, Credits Approval Queue, 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 the hyperlink of an Invoice # to open the invoice detail.
  • Click the hyperlink of a customer name to open the customer detail.
  • Pay an invoice with a credit card, eCheck, or cash/check.
  • Credit an invoice.
  • Download an invoice.
  • Download all invoices.
  • Export the grid data for all invoices 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 displays all credits that have not been applied to invoices.

Functions available from the Credits tab:

  • Click the hyperlink of a Credit # to open the credit record for viewing.
  • Click 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.

Credits Approval Queue

This tab displays all credits that are in the approval queue.

Functions available from this tab:

  • Click the hyperlink of a Credit # to open the credit detail.
  • Click the hyperlink of a customer name to open the customer detail.
  • Approve a credit using the Approve button in a row.
  • Decline a credit using the Decline button in a row.

Invoices/Credits Not Delivered Tab

This tab displays all invoices and credits that have not been marked as delivered.

Functions available from this tab:

  • Click the hyperlink of a Credit # to open the credit detail.
  • Click the hyperlink of a customer name to open the customer detail.
  • 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

This tab displays a list of all print files for invoices and credits that have or have not been marked as printed.

Functions available from this tab:

  • 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.
  • Download a file for printing.
  • Generate recurring invoices.


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