Difference between revisions of "Deliver Invoices"

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m (added bold and just a tidy up)
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The following filters are available:
 
The following filters are available:
  
'''From'''
+
'''From.'''
*This is the date (inclusive) to run the report from. Format: yyyy-mm-dd
+
*This is the date (inclusive) to run the report from. Format: yyyy-mm-dd.
'''To'''
+
'''To.'''
*This is the date (inclusive) to run the report to. Format: yyyy-mm-dd
+
*This is the date (inclusive) to run the report to. Format: yyyy-mm-dd.
'''Filter By'''
+
'''Filter By.'''
 
*Select the Customer Group from the Drop-down box here.
 
*Select the Customer Group from the Drop-down box here.
 
'''Shortnames'''
 
'''Shortnames'''
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'''Invoice No'''
 
'''Invoice No'''
 
*If you know the invoice number, you can enter it here.
 
*If you know the invoice number, you can enter it here.
'''Order No'''
+
'''Order No.'''
 
*If you know the order number, you can enter it here.
 
*If you know the order number, you can enter it here.
'''Show'''
+
'''Show.'''
 
*Select an option to show "Invoices" or "Credits" only.
 
*Select an option to show "Invoices" or "Credits" only.
'''Method'''
+
'''Method.'''
 
*Select an option to show "Emailed" or "Forced Post" only.
 
*Select an option to show "Emailed" or "Forced Post" only.
 
'''Customer ID'''
 
'''Customer ID'''

Revision as of 08:55, 20 September 2021

This page allows you to lookup and Deliver Invoices.

Please Note: Only approved invoices / credits will be displayed here.

Filters Available

The following filters are available:

From.

  • This is the date (inclusive) to run the report from. Format: yyyy-mm-dd.

To.

  • This is the date (inclusive) to run the report to. Format: yyyy-mm-dd.

Filter By.

  • Select the Customer Group from the Drop-down box here.

Shortnames

  • If you have set "Shortnames" in the system (e.g. migrated from a Sage system) you can enter the customers shortname here.

Invoice No

  • If you know the invoice number, you can enter it here.

Order No.

  • If you know the order number, you can enter it here.

Show.

  • Select an option to show "Invoices" or "Credits" only.

Method.

  • Select an option to show "Emailed" or "Forced Post" only.

Customer ID

  • If you know the Customer ID, you can enter it here.

Payment Method

  • Select an option to filter by the relevant Payment Method.

Export batch No:

  • If you know the Batch No:, you can enter it here.

Invoice List

Once you have selected the relevant filters and clicked "Generate Invoices for Delivery" the relevant invoices will be listed.

  • If you click the "Green" Invoice Number you can view a PDF of the invoice.
  • If you click the "Blue" Customer Name, it will take you to the customers account.
  • If you tick the checkbox on the right hand side (multiples can be selected) and click "Deliver Invoices" it will queue the documents to be emailed to the customers email address.