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.
You can access the sales invoice list through the following function: Sales > Invoicing > Sales invoice list. You can also access the list, for example, through the sales ledger view by selecting the Sales invoice list tab.
"Basic search"
In the sales invoice list view, you can search for sales invoices based on the invoice number, reference number, customer's name, or Business ID. If no search criteria are provided, all invoices are listed.
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.
"Expanded search"
This functionality is available in connection with the sales ledger, customer listing, and inventory reports. Based on the search, desired information or search combinations can be retrieved.
"+" 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.
"Reset default search parameters": 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.
A custom search criterion named "Certain search result" has been created above. This appears after the expanded search, making it easy to find.
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:
"View columns", "Group", "Update view", and "Return defaults" functions work the same way as in the sales ledger view. You can organize and group invoices as you wish or reset to the default settings.
"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 as Excel file": Saves the selected columns in the view to an Excel file.
"Invoice functions" button allows you to process multiple invoices at once. The "Print as invoices" function enables, for example, printing 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.
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