The Sales list

The Sales Invoices tab shows all of the invoices and credit notes you’ve entered for your customers at a glance. You can see the date of the invoice, which customer it’s for, the amount and the status.

How to use this page

Choose Sales from the main navigation bar. This shows all your sales invoices together.

Use the New to create a new invoice.
Click a row to open an invoice or credit note. Once opened you can edit, pay, credit, copy, print or email your invoice.

Filter by status

Use the tabs on the right to show invoices and credit notes by status such as Outstanding (unpaid), overdue or draft.

Search for a specific invoice or credit note

Enter a document number, company or contact name, reference, or value in the Search box then select Search.
Enter a date range in the From and To fields and then select Search to show transactions in that range. This defaults to the current month.

Filter and sort the columns

Click a column heading to sort the column in ascending or descending order.

Add and remove columns using Configure Columns (to the left of the first column heading).

Select Configure Columns.
Use the checkboxes to choose the columns to display.
To change the order of the columns, grab a column and drag it up or down the list.

The Invoice Number is always first and cannot be moved.

To start over, click Reset to go back to the default settings.

Print, email, export or delete

Use the checkboxes to select the required documents. This opens the action toolbar at the top of the list.

Email. This sends all selected documents to a single email address. Use this option to email a copy of 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. Find out more about emailing documents
Print The print option prints the sales list. It does not print the actual documents. Find out more about printing documents
PDF This creates a copy of each selected document in a single pdf file.
CSV This creates the sales list in a spreadsheet and includes the visible columns.
Delete This will delete or void a transaction. To comply with HMRCRevenue rules and keep sequential numbers, non-draft invoices and credit notes are voided rather than deleted.