Invoices

Overview

Invoices are used to bill customers.  To access invoices go to the “Home” menu and click on “Invoices” in the left menu.  To sort the list of invoices click on the column header for the criteria you want to sort by.  To filter the list of invoices click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating invoices

To create an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the “+ New Invoice” button above the list of invoices
  3. Enter invoice information
  4. Click the "Save" or the "Save + New" button at the bottom of the form

Copying invoices

To copy an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to copy
  3. Click on the "More" button
  4. Click on “Copy”

After completing the steps above a new invoice will be created which you can then edit and save.   

Editing invoices

To edit an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to edit
  3. Click on the "Edit" button and make any changes you want
  4. Click on the "Save" or "Save + New" button at the bottom of the form

Viewing invoices

To view an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to view
  3. Click on the "View" button

Once you complete the steps above the view page will open.  The view page is the finished copy of the invoice which you can email or print.

Emailing invoices

To email an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to email
  3. Click on the "Email" button
  4. Enter or edit email information
  5. Make sure to check the box next to attachments (if any) you want to include in the email
  6. Click the “Send” button at the bottom of the email popup form

After you complete the steps above an email will be sent to the email address/addresses in the “To” field.  The email sent will include links to the invoice view page and any attachments included in the email. 

Printing invoices

To print an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to print
  3. Click on the "PDF Print" button
  4. Print the PDF file

Printing invoice detail

To print invoice detail complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to print
  3. Click on the "More" button
  4. Click on “Print Page”

Voiding invoices

To void an invoice complete the following steps:

  1. From the “Home” menu click on “Invoices” in the left menu
  2. Click on the invoice that you want to void
  3. Click on the "More" button
  4. Click on “Void”

Note that once you void an invoice you cannot unvoid it.