Next: The View Invoice Page Up: Invoices and Payments Management Previous: Invoice statuses
Searching invoices
Looking for already-existing invoices is made possible with an efficient search engine. From the Invoices Management Page, click on the button. Then, the subsequent page as illustrated below leaves you the possibility to input your search criteria :
- the date at which invoices were issued, and how far back it time ('Period:') from this date they have been ;
- registered by which user or salesperson ;
- a defined invoice status ;
- a minimum amount for invoices, tax included or not ;
- concerning certain articles only, which can be selected via (a pop-up window then appears where one or several categories and/or articles can be chosen : multiple choices are inputed by holding the [CTRL] key) ;
- a client name pattern ;
- various display options :
- 'Display:' normal or detailed (i.e. including article name) invoices, as well as turnover ;
- 'Sort:' by date, client or amount ;
- 'Version:' normal, print or export (see below).
Once you have given all the search information you had, click on . The results will be given as a click-list of invoice numbers. Clicking on any of these will bring you to the View Invoice Page. Also featured for each invoice : its status, the amount to be paid or which has been paid, the client who issued the order and a button to invoice. Also, if available, buttons to or .
The invoice search results as described above are obtained through 'Version:' menu's default value, 'Normal version' ; one other choice, 'Print version', displays results in a print-friendly version, without the above-said buttons. This version is also available through the button as available at the bottom right of the page after a 'Normal version' search.
Lastly, one other choice provided by the 'Version:' menu is an 'Export version', which shows similar results as for the print version, with the addition of a downloadable .csv file of the invoice search results.
Next: The View Invoice Page Up: Invoices and Payments Management Previous: Invoice statuses