Difference between revisions of "Deliver Invoices"
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m (Added export batch No:) |
m (added bold and just a tidy up) |
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Please Note: Only approved invoices / credits will be displayed here. | Please Note: Only approved invoices / credits will be displayed here. | ||
| − | == Filters Available == | + | == '''Filters Available''' == |
The following filters are 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 == | + | == '''Invoice List''' == |
Once you have selected the relevant filters and clicked "Generate Invoices for Delivery" the relevant invoices will be listed. | Once you have selected the relevant filters and clicked "Generate Invoices for Delivery" the relevant invoices will be listed. | ||
Revision as of 09:20, 15 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.
