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Overview of Invoices Retrieve

Connor
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The Invoices Retrieve screen contains all your previous invoices that have been sent to account customers.

invoices_retrieve_screen.png

To access this screen:

  1. Click on the Job Processor dropdown menu.

    job_processor_menu_item.png

Filtering

To filter the invoices table:

  1. Configure your filter panel options on the right-hand side.

    invoices_retrieve_menu_item.png
  2. Then click Search.

The invoices table will then be populated based on your filter criteria. 

invoices_retrieve_table_populated.png

View invoiced dockets

To view the dockets contained in an invoice:

  1. Select an invoice.

    invoices_retrieve_invoice_selected.png
  2. Then double-click on the invoice.

    invoices_retrieve_invoice_popup.png

Note: You can also view the details of an invoiced docket by double-clicking on it from the list.

invoices_retrieve_invoice_docket.png

Additional actions

invoices_retrieve_additional_options.png

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. 

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