Browsing Sales Invoices
See Browsing Tables for basic instructions on browsing sales invoices.
Each browse column is discussed in the following table. Unless otherwise specified, the filter field for searching each column may be any text phrase (see Filtering or Searching Data by Column (Field Filters)).
Sales Invoices - Browse Columns
|
Column |
Description |
|
Location |
The business location ID of the number series range to which this customer account number belongs (see Business Location - Number Ranges Tab). The field filter may be any text phrase, or select one of the business location IDs from the dropdown. This column is available only when multiple business locations have been configured. |
|
Date |
|
|
Invoice Number |
Customer account number. The field filter may be a number up to 7 digits. This column may be renamed with a custom caption (see Custom Captions). |
|
Reference 1 |
Default reference 1 for this customer. This column may be renamed with a custom caption (see Custom Captions), and is available only for licensed users of version 2.6 and higher. |
|
Reference 2 |
Default reference 2 for this customer. This column may be renamed with a custom caption (see Custom Captions), and is available only for licensed users of version 2.6 and higher. |
|
Customer Number |
Customer account number. The field filter may be a number up to 7 digits. This column may be renamed with a custom caption (see Custom Captions). |
|
Customer Name |
Customer name. This column may be renamed with a custom caption (see Custom Captions). |
|
Contact Name |
Contact name for this customer. This column may be renamed with a custom caption (see Custom Captions). |
|
Billing Number |
The same as the customer number if this customer normally pays invoices directly, or a third-party billing account number if invoices for this customer are normally paid by a third party. The field filter may be a number up to 7 digits. This column may be renamed with a custom caption (see Custom Captions). |
|
Billing Name |
Self if this customer normally pays invoices directly, or a third-party billing account name if invoices for this customer are normally paid by a third party. The field filter may be any text phrase, or select Self from the dropdown. This column may be renamed with a custom caption (see Custom Captions). |
|
Total |
Grand total charge for this sales invoice. This column is available only for licensed users of version 2.6 and higher. |
|
Balance |
Red if balance = 0 |
|
Business Phone |
Business phone number for this customer. |
|
Home Phone |
Home phone number for this customer. |
|
Province/State |
Province or state in which this customer is located. This column is available only for licensed users of version 2.5 and higher. |
|
Postal/Zip Code |
Postal code or zip code for this customer. This column is available only for licensed users of version 2.1 and higher. |
Adding a New Sales Invoice
To add a new sales invoice, click the 
button on the toolbar, click the New
button in the browse window, select New Sales Invoice from the
File menu or the context menu (see Context
Menus), or press the Shift+Ins key combination. See Adding Records for information on adding records in
browse windows, and Editing Sales
Invoices for individual field descriptions.
Viewing a Sales Invoice
To view a sales invoice, select the record in the browse
and then either click the 
button on the
toolbar, click the View button, select View Sales Invoice from the
File menu or the context menu (see Context
Menus), or press the Enter key. See Viewing Records for further instructions on
editing records in browse windows, and Editing Sales Invoices for individual field
descriptions.
Editing a Sales Invoice
To edit a sales invoice, select the record in the browse
and then either click the 
button on the
toolbar, click the Edit button, select Edit Sales Invoice from the
File menu or the context menu (see Context
Menus), or press the Enter key. See Editing Records for further instructions on
editing records in browse windows, and Editing Sales Invoices for individual field
descriptions.
- adding a new sales invoice from a customer
Deleting a Sales Invoice
To delete a sales invoice, select the record in the browse
and then either click the 
button on the
toolbar, select Delete Sales Invoice from the File menu or the
context menu (see Context Menus), or press the
Shift+Del key combination. See Deleting
Records for further instructions on deleting records in browse windows.
- QuickBooks export, accounting ledgers, and inventory are affected
Sales Invoice Group Filters
A number of preprogrammed group filters allow for quick selection of specific sales invoice record sets. See Group for basic instructions on using group filters. The following table lists the various sales invoice group filters.
Sales Invoice Group Filters
|
Filter Name |
Condition |
|
All Locations |
Includes all sales invoice records. |
|
Current Location Only |
Includes sales invoice records with a sales invoice number that is within one of the number ranges assigned to the business location of the currently logged in user (see Business Locations). |
|
All Sales Invoices |
Includes all sales invoice records. |
|
Unpaid Sales Invoices |
Includes sales invoice records with a non-zero balance. |
|
Paid Sales Invoices |
Includes sales invoice records with a zero balance. |
Editing Sales Invoices