Deliver Invoices

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.