Articles
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 ha...
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, the Delete Invoice button available.
If you deliver, print, or mark an invoice as delivered, you cannot delete the invoice. You should print preview the invoice before delivering, printing, or marking as delive...