Sales Invoice and Credit Notes
This screen lists any customer invoices and credit notes that have been issued between the given dates. The list can also be filtered by customer, date and payment status.
A user may opt to print and or email a number of invoices/credit note as a bulk job. Click the ALL box; if required un-select any documents from the list not needed to be printed/emailed and click on PRINT or EMAIL. If printed a pdf file with all selected documents is then prepared.
Individual invoices may be printed/emailed by clicking the the printer icon or arrow icon to send as email.
Invoices may also be printed as despatch notes, simply click on Print Invoice as Despatch Note box and print.
The Action Box gives access to the following actions.
Click OPEN to view/modify details relating to the invoice. Note if a receipt has been allocated to the invoice or it has been included in a filed VAT return the details may only be viewed not amended.
Click DELETE to remove the invoice. Note if a receipt has been allocated to the invoice or it has been included in a filed VAT return the delete option will not be available.
Note that a crown symbol displays when an invoice has been included in a filed VAT return.
Receipt allocations can be viewed by clicking the manage allocations icon. This open a dialogue box in which the allocated receipt(s) are displayed and may be de-allocated from the invoice if necessary.