Sales Invoice Overview

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This guide will show you the new Sales Invoice overview

Getting to the Sales Invoice overview:

To get to the Sales Invoice overview click into Projects > Sales Invoices

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On the top left you will be able to see how to search for sales invoice. This can be done by Sales Invoice, project or customer name:

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You also have access to additional filters where you can search using the following options: Rep , Status , Type and sales invoices

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You can reset filters by clicking the reset filters option

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When you select a Sales Invoice, you will see the customer and project information on the right-hand side. At the bottom you will also see the total invoice value.

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On the right you will see the quick actions. These will allow you to Process payment with card connect, Apply Payment (If the invoice is a printed stage) Cancel sales invoice (If the invoice is at new invoice stage) Raise credit note (If the invoice is at printed or Paid stage) Re-invoice this document (if you are highlighting a credited invoice)

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You will see the view / edit Sales Invoice on the right-hand side. If you click this, you will be able to edit the sales invoice.

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Last updated: December 14, 2020

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