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.

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 bu company name, transaction number or the total value of the invoice or credit note.

If you can’t see an invoice or credit note on the list, click the All tab then check the date range covers the date of the transaction.

Configure columns

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:

Print The sales list opens in a new window or tab and you can print it from your browser menu.
Email 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.
PDF 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 comply with HMRC rules and keep sequential numbers, non-draft invoices and credit notes are voided rather than deleted.

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