The Invoices Retrieve screen contains all your previous invoices that have been sent to account customers.
To access this screen:
- Click on the Job Processor dropdown menu.
To filter the invoices table:
- Configure your filter panel options on the right-hand side.
- Then click Search.
The invoices table will then be populated based on your filter criteria.
View invoiced dockets
To view the dockets contained in an invoice:
- Select an invoice.
- Then double-click on the invoice.
Note: You can also view the details of an invoiced docket by double-clicking on it from the list.
The following actions can also be used:
- Email: Select an invoice and then click the 'Email' button to email it to a customer.
- Export Dockets: Click the 'Export Dockets' button to export all the invoiced dockets into a file.
- Sage Export: Select an invoice and then click the 'Sage Export' button to create a Sage export.
- Sage Export All: Click the 'Sage Export All' button to create a Sage export for all the loaded invoices.
- Download Invoice: Select an invoice and then click the 'Download Invoice' button to download the invoice.
- Download Cover Page: Click to download the cover page of an invoice.
- Download Invoice Summaries: Click to download a summary of the invoices.