These are combined into a single page as they are very similar in design, historical will show you any invoices already created and outstanding shows you any invoices which could be raised for the customer at the present time.
Historical
Outstanding
Within each tab you will notice there are sub tabs, each of those sub tabs relate to different invoice categories, simply click on the category you wish to work with and use the page
Historical
Each tab within the historical tab will take you to a different invoice category.
Option | Notes |
|---|---|
Load Details | This will load up the lower section of the screen with information about the invoice, generally this is detailled information |
Show Invoice | Will display the invoice on the screen, you can from this point save / export / print |
Accounts Extract | will provide you a unique extract for just the selected invoice where you can then import the single record into your finance system |
Examples of the screens are shown in the expansion boxes below :
In this tab the screens are further split into goods inwards and goods outwards
Outstanding
Other Tabs