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.

Shortname
If you have set Shortnames in the system (e.g. migrated from a Sage system) you can enter the customer 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 the relevant invoices will be listed.

If you click the Invoice Number button you can view a PDF of the invoice.

If you click the Customer Name button, it will take you to the customer's account.

If you click the the checkbox on the right-hand side (multiples can be selected) and click it will queue the documents to be emailed to the customer's email address when you have drafted out the email.

If you click the it will queue them straight for emailing using the normal invoice template (as the system can now use custom templates).

Under the table, it will provide you with how many invoices have and haven't been paid, the total amount owed to you and how many emails to send with the invoices.