Difference between revisions of "Invoice Monitor"
m (added bold text) |
m (corrections made) |
||
| (6 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | This | + | ===In This Section=== |
| + | This section will allow you to edit and monitor all invoices. | ||
| + | |||
| + | '''Show Invoices'''<br /> | ||
| + | This allows you to select from the drop-down menu for either approved, unapproved or all invoices. | ||
| + | |||
| + | '''Documents'''<br /> | ||
| + | This allows you to select from the drop-down menu to select invoices, credits or all documents. | ||
| + | |||
| + | '''From'''<br /> | ||
| + | Here you can select the date in the format of yyyy-mm-dd. | ||
| + | |||
| + | '''To'''<br /> | ||
| + | Here you can select the date in the format of yyyy-mm-dd. | ||
| + | |||
| + | '''Export Batch Number'''<br /> | ||
| + | If you know the batch number you can enter it here. | ||
| + | |||
| + | '''Payment Method'''<br /> | ||
| + | This is where you can select the type of payment method it is. | ||
| + | |||
| + | '''Filter Invoices'''<br /> | ||
The checkbox on the left allows you to approve invoices in bulk. | The checkbox on the left allows you to approve invoices in bulk. | ||
| − | Clicking on the '''Green''' Invoice | + | Clicking on the '''Green''' Invoice Reference brings up the PDF version of the invoice. |
Clicking on the '''Green''' Delivery No brings up the Delivery Note. | Clicking on the '''Green''' Delivery No brings up the Delivery Note. | ||
| Line 9: | Line 30: | ||
Clicking on the '''Blue''' Customer Name takes you to the customer account. | Clicking on the '''Blue''' Customer Name takes you to the customer account. | ||
| − | Clicking on the '''Orange''' | + | Clicking on the '''Orange'''[[File:Orange-edit.PNG |alt=Orange|link=|Orange]] button allows you to edit the invoice. |
| − | Once any number of invoices have been selected, you can then go to the bottom of the page, select '''Approve Invoices''' from the drop-down and click | + | Once any number of invoices have been selected, you can then go to the bottom of the page, select '''Approve Invoices''' from the drop-down and click to finalise them. |
| + | By selecting [[File:Submit-changes-red.PNG |alt=Changes|link=|Changes]] or you can export the full list. | ||
Latest revision as of 10:16, 4 November 2021
In This Section
This section will allow you to edit and monitor all invoices.
Show Invoices
This allows you to select from the drop-down menu for either approved, unapproved or all invoices.
Documents
This allows you to select from the drop-down menu to select invoices, credits or all documents.
From
Here you can select the date in the format of yyyy-mm-dd.
To
Here you can select the date in the format of yyyy-mm-dd.
Export Batch Number
If you know the batch number you can enter it here.
Payment Method
This is where you can select the type of payment method it is.
Filter Invoices
The checkbox on the left allows you to approve invoices in bulk.
Clicking on the Green Invoice Reference brings up the PDF version of the invoice.
Clicking on the Green Delivery No brings up the Delivery Note.
Clicking on the Blue Customer Name takes you to the customer account.
Clicking on the Orange
button allows you to edit the invoice.
Once any number of invoices have been selected, you can then go to the bottom of the page, select Approve Invoices from the drop-down and click to finalise them.
By selecting 
or you can export the full list.
