Sales Invoices Tab: Viewing Customer Sales Invoices

The Sales Invoices tab displays Sales Invoices for the selected customer.

To view Sales Invoices for a customer:

1.      Find and open the Customer record for the required customer. See Finding Customers.

2.      Select the Sales Invoices tab:

Sales Invoices which apply to the customer are listed, showing the invoice number, invoice and order dates, order number, order reference, invoice value and more.

To view/amend a Sales Invoice: click the appropriate hyperlink in the Invoice column. The Sales Invoice will open in a new tab. See Working With Sales Invoices.

Finding And Filtering Customer Sales Invoices

Various 'Finder' features enable you to filter the displayed Sales Invoices, or find a specific Sales Invoice for the displayed customer:

• If there is more than one page of Sales Invoices displayed: use the arrow keys to scroll forwards and backwards through the available pages.

• To filter the Sales Invoices displayed: click Advanced to display the filter fields, de-select certain Document Type / Delivery Type fields, then click the Search (magnifying glass) icon .

Note: To show all records again, re-select all filter fields, then click the Search (magnifying glass) icon .

NEXT: Sales Orders Tab: Viewing Customer Sales Orders