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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 Image z_Invoices_credit_notes 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 Image z_Select_new_articles (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 Image z_Search. 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 Image z_Modify invoice. Also, if available, buttons to Image z_Cancel_invoice or Image z_Register_payment.
 
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 Image z_Print_version 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.

Figure: The invoice search engine and the results it displays..


next up previous
Next: The View Invoice Page Up: Invoices and Payments Management Previous: Invoice statuses