Invoice Commands

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Invoices menu

In the Invoices menu you will find the commands to:

 Create a new invoice

To create a new invoice you have two options:

  • From the Invoices menu
    • Use the command InvoicesNew Invoice.
    • The invoice dialogue is then opened where the data is entered.
    •  The new progressive invoice number is allocated by the programme. You can change it manually.
    •  Enter the invoice data and save
  • Directly from the Invoices table:
    •  Select a new row in the table.
    • In the Id column (invoice number), click on the small 'New Invoice' icon that appears at the top of the cell.

  • The invoice dialogue then opens where you enter your data.
  • Enter the invoice data and save.

When you create a new invoice, the programme automatically updates the Invoices table. The data of the new invoice are added to a new row in the table.

 Edit Invoice

To edit an existing invoice, you have two options:

  • From the Invoices menu:
    • Select the line with the invoice you wish to edit.
    •  Use the command from the menu InvoicesEdit Invoice.
    • The invoice dialogue opens where you can enter and edit data.
    • Make the timely changes and save.
  • Directly from the Invoices table
    • Select the row with the invoice you want to edit.
    • In the Id column (invoice number), click on the small 'Edit Invoice' icon that appears at the top of the cell.


       
    • The invoice dialogue then opens where you can enter and edit data.
    • Make the timely changes and save.

When you edit an invoice, the programme automatically updates the data in the Invoices table.

 Duplicate invoice

To duplicate an invoice, you have two options:

  • From the Invoices menu:
    • Select the row with the invoice you wish to duplicate.
    • Use the command from the menu InvoicesDuplicate Invoice.
    •  The new progressive invoice number is allocated by the programme. You can change it manually.
    • Then the Invoice dialogue opens with the data of the invoice you have chosen to duplicate.
    • Make the timely changes and save.
    • The programme automatically updates the Invoices table.
  • Directly from the Invoices table:  
    • Select the row with the invoice you want to duplicate. You can also select several rows to duplicate several invoices at once.
    • Use the command from the menu Edit Duplicate rows.
    • The programme automatically updates the Invoices table by adding the duplicate rows.
    • For each duplicate invoice, you must then manually edit the invoice number and data.

 Delete invoice

To delete an invoice:

  • Go to the Invoices table.
  • Select the row with the invoice you wish to delete. You can also select several rows to delete several invoices at once.
  • Use the command from the menu Edit → Delete rows.
  • The invoices are deleted from the table.

 Print invoices

On the Print Offers and Invoices page you will find information on how to customise and print invoices.

To print an invoice you have two options:

  • From the Invoices menu:
    • Select the row with the invoice you want to print.
    • Use the command from the menu Invoices → Print Invoice.
  • Directly from the Invoices table:
    • Select the row with the invoice you want to print.
    • In the column Id (invoice number), click on the small icon 'Print Invoice' which appears at the top of the cell.

 Show open invoices

You can extract invoices that have not yet been collected into a table:

  • Go to the Invoices table.
  • Use the command from the menu Invoices → View open invoices.
  • The programme extracts all rows of invoices without a payment date.

Each time a new invoice is collected, enter the date of collection in the Payment column of the Invoice table.

 Show customer's invoices

You can extract customer's invoices into a table:

  • Go to the Invoices table.
  • Under the Contact Id column click on the customer number whose invoices you want to have.
  • Right-click on the selected field and select the Extract rows command

The program extracts all rows belonging to the customer.

 Archive invoices

With the Estimates and Invoices application:

  • You can enter as many invoices as you want, there are no limits.
  • You can keep invoices from several years in one file.
  • You do not need to create a new file for each new year.

Invoices from previous years can be archived at any time:

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