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.

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.