Sales invoice list : Netvisor

This guide provides instructions on how to access the sales invoice list and how to use the sales invoice list. You will learn how to perform basic and expanded searches, organize and group invoices, and use invoice functions.

Open the sales invoice list by selecting Sales > Invoicing > Sales invoice list. You can also access the sales invoice list from the accounts receivable view by selecting the Sales invoice list tab.

"Basic search"

In the sales invoice list view, the basic search retrieves sales invoices based on the invoice number, reference number, customer's name, or Business id. If you do not provide any search criteria, the view lists all invoices.

Enter the invoice number, reference number, customer's name, or Business id in the search field.
Leave the search field empty if you want to list all invoices.

The basic search can be refined using the dropdown menu on the right side of the search field. One or more search terms are selected from the dropdown menu, after which the sales invoices matching the search are listed. The search criteria are included in the search when the search window is open. If the window is closed, the basic search works without separate search factors.

Open the dropdown menu on the right side of the search field.
Select one or more search terms.
Keep the search window open when you want to use the selected search criteria.
Close the search window when you want to use the basic search without separate search factors.

"Expanded search"

The expanded search functionality is available in connection with the accounts receivable, customer listing, and stock reports. Based on the search, desired information or search combinations can be retrieved.

Open the expanded search in the accounts receivable, customer listing, or stock reports.
Select the search criteria based on which you want to retrieve information or search combinations.

"+" and "-" buttons allow you to add more fields to the search. Using expanded search, you can add multiple different search criteria and use them to find the desired invoices.

Select the "+" button when you want to add a new search field.
Select the "-" button when you want to remove a search field.
Add several different search criteria when you want to narrow down the search result more precisely.
Run the search after you have defined all desired search criteria.

"Delete search criteria": Removes all data from the current search.
"Clear search criteria": Clears the search data but leaves the search fields visible.
"Save changes": The search can be saved for later use. In this case, the search must be given a name. This allows frequently repeated search criteria to be directly retrieved from the invoice list.

Select "Delete search criteria" when you want to remove all data from the current search.
Select "Clear search criteria" when you want to clear the search data but leave the search fields visible.
Select "Save changes" when you want to save the search for later use.
Give the saved search a name so that you can use the same search criterion later in the invoice list.

A custom search criterion named "Desired search result" has been created above. This appears after the expanded search, making it easy to find.

Select a saved search, such as "Desired search result", after the expanded search when you want to use it again.

The free specification of the expanded search retrieves information from invoices in the following fields:

Our reference
Your reference
Text before and text after invoice rows
Internal additional information
Row specifications

When the desired search criteria (for example, based on the customer's name) are provided and the sales invoice list is retrieved, the following view opens:

Enter the desired search criteria, for example based on the customer's name.
Run the search so that the sales invoice list opens according to the search criteria.

"View columns", "Group", "Update view", and "Return defaults" functions work the same way as in the accounts receivable view. You can organize and group invoices as you wish or reset to the default settings.

Select "View columns" when you want to define which columns are visible in the sales invoice list.
Select "Group" when you want to group invoices, for example by customer or other information.
Select "Update view" when you want to update the sales invoice list.
Select "Return defaults" when you want to restore the default settings of the view.

"Save"

"Excel file": If desired, the search result can be exported to Excel. It includes all possible columns in Excel, even if they are not selected for the view.

"Selected columns as Excel file": Saves the selected columns in the view to an Excel file.

Select "Excel file" when you want to export the search result to Excel with all possible columns.
Select "Selected columns as Excel file" when you want to save only the columns selected in the view to an Excel file.

"Invoice functions" button allows you to process multiple invoices at once. "Print as invoices" function enables, for example, printing an overdue invoice as the original invoice.

Select the invoices to be processed from the sales invoice list.
Select "Invoice functions" when you want to process multiple invoices at once.
Select "Print as invoices" when you want to print the invoices, for example an overdue invoice as the original invoice.

Frequently asked questions

How do I open the sales invoice list?

Open the sales invoice list by selecting Sales > Invoicing > Sales invoice list or from the accounts receivable view by selecting the Sales invoice list tab.

How do I use the basic search in the sales invoice list?

Enter the invoice number, reference number, customer's name, or Business id in the basic search field. Leave the search field empty if you want to list all invoices. Use the refining dropdown menu when you want to add search terms to the basic search.

How do I use the expanded search?

Open the expanded search in the accounts receivable, customer listing, or stock reports. Add search criteria with the "+" button, remove search criteria with the "-" button, and run the search. You can save the search with the "Save changes" function and give the search a name for later use.

What does the free specification of the expanded search retrieve?

The free specification of the expanded search retrieves information from invoices in the fields Our reference, Your reference, Text before and text after invoice rows, Internal additional information, and Row specifications.

How can I edit the columns and grouping of the sales invoice list?

Use the functions "View columns", "Group", "Update view", and "Return defaults". With these, you can define the columns and groupings, update the view, and restore the default settings.

How do I export the sales invoice list to Excel?

Select "Excel file" when you want to export the search result to Excel with all possible columns. Select "Selected columns as Excel file" when you want to export only the columns selected in the view.

How do I process multiple invoices at once?

Select the invoices to be processed from the sales invoice list and select "Invoice functions". Use, for example, the "Print as invoices" function when you want to print the invoices, such as an overdue invoice as the original invoice.

Keywords: sales invoice list, basic search, expanded search, grouping, Excel, invoice functions, columns.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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