Invoice Monitor: Difference between revisions
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This section will allow you to edit and monitor all invoices. | This section will allow you to edit and monitor all invoices. | ||
'''Show Invoices'''<br /> | '''Show Invoices'''<br /> | ||
This allows you to select from the drop-down menu for either approved, unapproved or all invoices. | This allows you to select from the drop-down menu for either '''approved''', '''unapproved''' or '''all invoices'''. | ||
'''Documents'''<br /> | '''Documents'''<br /> | ||
This allows you to select from the drop-down menu to select invoices, credits or all documents. | This allows you to select from the drop-down menu to select '''invoices only''', '''credits only''' or '''all documents'''. | ||
'''From'''<br /> | '''From'''<br /> | ||
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'''Export Batch Number'''<br /> | '''Export Batch Number'''<br /> | ||
If you know the batch number you can enter it here. | If you know the '''batch number''' you can enter it here. | ||
'''Payment Method'''<br /> | '''Payment Method'''<br /> | ||
This is where you can select the type of payment method it is. | This is where you can select the type of '''payment method''' it is. | ||
'''Filter Stock Group'''<br /> | |||
This drop down shows all of the '''stock groups to select from. | |||
'''Filter Stock Sub-Group'''<br /> | |||
This drop down shows all of the '''stock sub-groups''' to select from. | |||
'''Filter Invoice No'''<br /> | |||
You can filter by a certain '''invoice number''' if needed as well. | |||
Once you have selected the relevant searches at the top of the screen, click [[File:Filter-button.PNG|alt=Filter-button.PNG|link=|Filter-button.PNG]] | |||
'''Filter Invoices'''<br /> | '''Filter Invoices'''<br /> | ||
If there are any unapproved invoices, [[File:Tick.PNG|alt=Tick|link=|Tick]] the checkbox on the left that allows you to approve invoices in bulk. | |||
Clicking on the [[File:Invoice number button.png |alt=Invoice number button.png |link=|Invoice number button.png ]] Invoice Reference brings up the PDF version of the invoice. | |||
Clicking on the | Clicking on the [[File:Order_number_button.png |alt=Order_number_button.png |link=|Order_number_button.png ]] Order Number brings up the order linked to the invoice. | ||
Clicking on the | Clicking on the [[File:Delivery_Number_button.png |alt=Delivery_Number_button.png |link=|Delivery_Number_button.png ]] Delivery Number brings up the Delivery Note. | ||
Clicking on the | Clicking on the [[File:Customer button.png |alt=Customer button.png |link=|Customer button.png ]] Customer Name takes you to the customer account. | ||
Clicking on the | Clicking on the [[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 to finalise them. | 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: | By selecting [[File:Save-changes-red.PNG |alt=Save-changes-red.PNG|link=|Save-changes-red.PNG]] or you can [[File:Export_Invoice_List_button.png |alt=Export_Invoice_List_button.png|link=|Export_Invoice_List_button.png]] the full list. | ||
Latest revision as of 16:31, 16 March 2026
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 only, credits only 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 Stock Group
This drop down shows all of the stock groups to select from.
Filter Stock Sub-Group
This drop down shows all of the stock sub-groups to select from.
Filter Invoice No
You can filter by a certain invoice number if needed as well.
Once you have selected the relevant searches at the top of the screen, click 
Filter Invoices
If there are any unapproved invoices, 
the checkbox on the left that allows you to approve invoices in bulk.
Clicking on the 
Invoice Reference brings up the PDF version of the invoice.
Clicking on the 
Order Number brings up the order linked to the invoice.
Clicking on the 
Delivery Number brings up the Delivery Note.
Clicking on the 
Customer Name takes you to the customer account.
Clicking on the 
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 
the full list.