Accounting: InvoiceScreen

This section will display all of your invoices based on the current filter and search selections. By default, it will display Pending invoices.

Invoice Types

  • All - This option will display all invoices regardless of their current status.
  • Pending - These are invoices that are currently awaiting approval.
  • Open - These are invoices that are ready to be billed and collected.
  • Closed - These are invoices that have either been paid in full or no longer require payment.
  • Overdue - These are invoices that have not been paid and are past the payment due date.

Sorting

You may sort the list of invoices by any of the following categories: Created Time, Invoice Status, Invoice Date, Invoice Number, or Company Name.

Search

You can also narrow down the list of items by providing a search filter. Just start typing something in the search box to the right and within a second of your last keystroke it will refresh the list using your new search filter.

Actions

  • Open-This action is located near the top of this screen and can be applied to multiple invoices. You must select at least one invoice by clicking the checkbox beside each invoice. Upon completing this action, it will flag all selected invoices to Open.
  • Close-This action is located near the top of this screen and can be applied to multiple invoices. You must select at least one invoice by clicking the checkbox beside each invoice. You must select at least one invoice by clicking the checkbox beside each invoice. Upon completing this action, it will flag all selected invoices to Open.
  • Delete-This action is located near the top of this screen and can be applied to multiple invoices. You must select at least one invoice by clicking the checkbox beside each invoice. Upon completing this action, it will delete all selected invoices.
  • Edit-This action is located on the invoice line. Upon selecting this action, it will re-open the invoice in edit mode. Edit mode works the same way as creating a new invoice.
  • Print-This action is located on the invoice line. Upon selecting this action it will launch a new window and present you with print dialog.
  • New Invoice-This action is located on the right-hand menu. Upon selecting this action, it will open the "New Invoice" dialog.
  • Email Invoices-This action is located in two places. Either on the invoice item itself or on the side menu. If you use the action on the side menu you must select all of the desired invoices to be emailed. You select the invoices by checking the box next to each invoice that you wish to email.
  • Quickbooks Export-This action is located on the right-hand menu. You must select at least one invoice to be allowed to export them into the QuickBooks .iif format. You select the invoices by checking the box next to each invoice you wish to export.