Articles
Invoice and Credit List Definitions
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 h...
Invoices and Credits Overview
There are three types of invoices a user can create: recurring invoices; work order invoices; and manual invoices. Manual invoices and Recurring invoices are covered within the Accounts Receivable chapter. Work Order invoices are covered under the...
Print Invoices and Credits
For customers where the delivery method on the customer setup is set to print, invoices and credits will be sent to a delivery queue for printing. When invoices are selected for printing, a .pdf file is created for all of the selected items. Th...
Once an invoice is marked as delivered it cannot be deleted
When an invoice is first created you will see the Delete button available.
If you click the Print/Envelope icon and then select either Print, Deliver or Mark as Delivered, the invoice will no longer be able to delete. For this reason, we encour...