Invoice Monitor

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.