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What's on the screen?

To do

How do I view all invoices?

Example: To view all invoices

  1. Press the 'Search' button to view all invoices

How do I locate an existing invoice?

Example: To locate an existing invoice

  1. Enter the 'Invoice ID' if known
  2. Enter a word from the invoice description in the 'Description' field if known
  3. Enter the 'Invoice Type' if known
  4. Enter the 'From Party Id' if known (NOTE: In most cases for a Sales

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  1. Invoices this will be Company. For Purchase Invoice it will be the supplier party id)
  2. Enter the 'Billing Account Id' if known
  3. Enter the invoice status in the 'Status Id' field if known
  4. Enter the 'To Party Id' if known (NOTE: In most cases for a Purchase Invoice this will be company. For Sales Invoices it will be the customer party id)
  5. Press the 'Search' button to view all invoices
  6. All invoices that meet the search criteria will be displayed.

How do I create a new Sales invoice?

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