The Sales list
The Sales list shows all of the invoices and credit notes you have entered for your customers at a glance. You can see the date of the invoice, the customer, the amount, and the status.
You can easily filter the list to show all of your invoices, outstanding, overdue, paid or draft invoices.
From here you can:
- Create a new invoice.
- View details of an existing invoice or credit note by clicking it on the list.
- Search for a particular transaction by company name, transaction number, or the total value of the invoice or credit note.
If you cannot see an invoice or credit note on the list, click the All tab, and then verify that the date range includes the date of the transaction.
You can change the information that appears on the sales list. To do this:
- 1. Click the Configure Columns button.
- 2. Select the check boxes for the information you want to show on the list.
You can have a maximum of ten columns. You may need to clear the check boxes for information you don’t want to appear before selecting the boxes for the information you do want to show. To return to the default columns at any time, click Reset
- 3. Click Save.
The action toolbar
The action toolbar appears when you select the check box next to one or more invoice or credit note. From the toolbar, you can do one of the following:
|The sales list opens in a new window or tab and you can print it from your browser menu.|
|Use this option to email a copy of the the invoice or credit note as an attachment. For example, you might want to email a customer a copy of all of their outstanding invoices. If you want to do this, make sure you only select the invoices or credit note for that particular customer.|
|CSV||Depending on your Internet browser, the sales list either downloads automatically or you may receive a prompt asking you to save the file.|
|Use this option to download a PDF copy of the invoice or credit note. Depending on your Internet browser, it downloads automatically or you may receive a prompt asking you to save the file.|
|Copy||Use this option to quickly copy an existing invoice or credit note. This is particularly useful if you repeatedly create invoices for the same items and customer. This option only appears when you select a single invoice or credit note.|
|Delete||You can use this option to delete or void a transaction. To keep sequential numbers, non-draft invoices and credit notes are voided rather than deleted.|