Invoice List

Documentation

Table of Contents



The customer invoice list displays the complete list of customer invoices. New invoices may be created and existing invoices may be viewed and edited.

Filtering and Display


Use the filtering section to determine exactly what customer invoices you wish to view and how you wish to sort them on the list.

List Table


Number

The identification number of the invoice.

Date

The date the invoice was created.

Customer Name

The customer the invoice was created for.

Amount

The total amount of the invoice.

NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.

Action Icons



- Select the "New" icon to create a new customer invoice.

- Select the "Edit" icon to edit an existing high-lighted customer invoice.

- Select the "Delete" icon to delete an existing high-lighted customer invoice.

- Select the "Print" icon to print the contents of the customer invoice list to a printer.

- Select the "Refresh" icon to refresh and re-display the contents of the customer invoice list.

- Select the "Close" icon to close the customer invoice list.

Auto Refresh

You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.