Invoice maintenance

make a payment on the invoice

view an invoice summary to print credits and write offs

cancel the invoice

raise a credit

write off the balance of the invoice

restore the invoice write off

view the invoice in MS Word®

print and attach as PDF in email

Pre-billing and revenue recognition

1. In search mode, type an invoice number - or part of - in the Invoice number field.
2. Press Enter.

1. In search mode, type a project number in the Project # field.
2. Press Enter.

1. Select the screen filter.
2. Select Overdue invoices from the filter selection.

Use one of the following methods:

1. Search for the keyword 'Draft' using the quick search in the Invoice Maintenance toolbar.
2. Or use the Advanced Search option:
   1. Click the filter drop down (top right) and select Search
   2. Type the keyword 'draft' into the 'Invoice Number' box
   3. Click the Search button or press enter to run the search
   4. The results will show any invoices with or without 'draft invoice numbers' assigned

I'm wanting to view all outstanding invoices that were created for May.

1. In search mode, select the check box Invoice date range.
2. In the from calendar type 1/5 and in the to calendar type 31/5.
3. Then select the option Open (unpaid).
4. Press Enter or Search.

1. Locate the invoice. 
2. Click the button Add or View payments for this invoice . 
3. Key in the date, the amount (inc. tax) and payment method. 
4. Save, then close.

1. Highlight one of the credits/write offs.
2. Select the show word invoice button .
3. A template selection window will appear 
4. Select a template.
5. Create.
6. The credit/write off will be opened in word.

1. Add the 'Optional column' of 'Invoice Contact Email' to the list view via a right mouse click in the list.
2. Click on the email address (shown as a blue hyperlink) for the invoice contact in the list.
3. The Email Wizard opens.
4. Select an email template from the list. If an email template is not chosen, then the new email message will be opened as a blank message not using any template.
5. Select which project contacts, contact personnel or internal staff the email will be sent TO. The email address you clicked on in the list automatically checked in the list.
6. Check the To, CC, or BCC boxes to send the email to extra project contacts, contact personnel or staff to the email.
7. (Optional) Add an extra contacts or personnel to the email by:
   1. Go to the Search Tab.
   2. Type part of a name next the Search symbol.
   3. Press enter to run the search.
   4. Check the To, CC, or BCC boxes to add the people to the email message from the search results.
8. Click Send.
9. The new email message opens addressed to the selected contacts or staff. If a email template was chosen, then the subject and body of the email has also been automatically populated.
10. Update the email message, and send to the email recipients.

1. Highlight an invoice.
2. Select the cancel invoice button .
3. Select the appropriate cancellation date of the invoice - this will default to today's date.
4. Finish.

1. Highlight the invoice number to be written off.
2. Select the write off balance button .
3. A screen will appear requesting the date the balance is to be written off.
4. The full amount currently outstanding will be written off. You cannot nominate a value for this.