Quick Access Function Key: [F11]

The Invoice List is a review form that lists all the invoices issued by you to your client to pay for either your price for FF&E sold or the fee for performing purchasing management.  Since all major processing is done with the Order List screen's Process command, the functions available on this screen are limited to basic review and status notes:

• You can add dated internal notes that concern the payment status of the invoice.
• You can reprint any invoice using the Print button.
• You can use Query to find and print invoice data based on fields on the invoice and in the order items on which the invoice was based.

• An unpaid invoice can be voided by using the Void button. If an invoice is voided, all item/splits that were on it are reset to "uninvoiced" status. This allows a invoice that contained serious mistakes to be reversed, the mistakes corrected and a new invoice issued using the normal methods described elsewhere in this document. Voided invoices remain in the system with a note summarizing what was on the original invoice.
• A "Invoice sent" field allows you to note when an invoice was transmitted to a client. For your convenience, a Today button will enter the current date automatically (you only need to save the change).

For general information about how to use an editing form, use this link:

Editing Forms (Overview)

Exporting Transactions

You can export invoices as transactions. This is an option on this screen's Export command. It gives you the ability to manage an export process that is used to create transactions on other systems—for example, exporting invoices to be imported into accounting software. If used, it marks exported invoices after they have been exported, preventing them from being exported again with this option.

The option is only currently available on the "details" type of export. If the receiving system only requires one summary entry for each invoice, you may need to pre-process the exported data to create the summary data as needed.