The Sales list

Use this page to find and manage all your sales documents such as invoices and credit notes. From this list you can

  • Easily find overdue and unpaid invoices.

  • Add new invoices and credit notes. Use the Quotes and estimates list for a new quote or estimate.

  • Edit existing documents

  • Pay invoices

  • Export a list of documents to Excel

  • Quickly find specific documents to work with

How to use this page

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

To see only a specific type of transaction, select it from the Sales menu. For example, Sales Invoices, Sales Credit Notes, Quotes and Estimates, or Sales Quick Entries.

  • Use the New options to create new transactions.

  • Click a row to open a transaction. Once opened you can edit , pay, copy, print or email your document.

  • For sales invoices, choose the sales invoices or recurring invoices tab. Find out about recurring invoices

Search for a specific document

  • 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 by status

Use these options to quickly find documents by status, such as overdue or unpaid invoices.

  1. Select More.

  2. Select the status from the Status drop-down list.

  3. Select Search to find those transactions.

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).

  1. Select Configure Columns.

  2. Use the checkboxes to choose the columns to display.

  3. 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. The email option will send 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.