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:

1. From
   • This is the date (inclusive) to run the report from. Format: yyyy-mm-dd
2. To
   • This is the date (inclusive) to run the report to. Format: yyyy-mm-dd
3. Filter By
   • Select the Customer Group from the Drop-down box here.
4. Shortname
   • If you have set "Shortnames" in the system (e.g. migrated from a Sage system) you can enter the customers shortname here.
5. Invoice No
   • If you know the invoice number, you can enter it here.
6. Order No
   • If you know the order number, you can enter it here.
7. Show
   • Select an option to show "Invoices" or "Credits" only.
8. Method
   • Select an option to show "Emailed" or "Forced Post" only.
9. Customer ID
   • If you know the Customer ID, you can enter it here.
10. Payment Method
    • Select an option to filter by the relevant Payment Method.
11. 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.