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Invoice Manager
At the top-right a box displays the customer detail for the selected invoice in either table-view.
Posted Invoices This table-view displays the invoices within the current filter.
Find Search for invoices within the current filter ONLY [Paid (Closed), Unpaid or Voids]. Make sure to include the prefix when searching.
Take Payment Use this to process payments against an invoice.
Statement
Return This button allows you to process a product return which alters the current invoice's Payment Activity accordingly.
Refund This is a convenience that allows refunds against an invoice to keep your records straight. Do not use this unless you have to.
Close Invoice When you cannot recover payment for an invoice/products you can 'Write Off' the invoice.
VOID This is as close to 'deleting' an invoice as you can get. Product and payment info is lost.
Payment Activity This table-view displays payments, returns, interest charges and refunds.
On-Hold Click an invoice and click resume to open it.
Delete This is a convenience to help keep your records straight if something has been entered wrong. Do not use this unless you have to!
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