Historical / Outstanding Invoices
- Alan Gilchrist
- Sarah Jackson
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 detailed 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 :
Outstanding
When you enter the outstanding tab you will notice that you are provided with sub tabs which are all listed per invoice category, all of these work in a similar way and the operate the same way the main system prepares invoices except this would be for a single customer.
To read more about how the main process works for producing invoices then click this link
The section will shows all the current uninvoiced transactions.
Examples of each screen are in the expansion sections below :
Other Tabs
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