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This screen provides a convenient list of any customer invoices and credit notes that have been issued between the given dates. The list can also be filtered by customer and payment status.
A user may opt to print a number of invoices/credit note as a bulk print job. Click the Check All box, if required unselect any documents from the list not needed to be printed and click on Bulk Print. A pdf file with all selected documents is then prepared. Individual invoices may be printed by clicking on the
button.
Invoices may also be printed as despatch notes, simply click on Print Invoice as Despatch Note box and print.
The
button will allow you to view/modify an invoice or credit note. The
button may be displayed in place of the
button where an entry in the list
can not be updated. The
button will allow you to delete an invoice or
credit note.
Transactions that have been considered for inclusion in a VAT return are
displayed with a
icon.
You are not able to update transactions that have been considered for inclusion
in a VAT return.
Transactions that have been reconciled, but can be unreconciled are displayed
with a
icon. This
implies that the transaction is in an open period and has not be included in a
VAT return.
Transactions that have been reconciled, but can not be unreconciled are
displayed with a
icon.
This indicates that the transaction is locked and implies that the transaction
is either in a closed period or it has been included in a VAT return.
Transactions that have not been reconciled but are considered locked are
displayed with a
icon.
This implies that the transaction is either in a closed period or it has been
included in a VAT return.