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Managing Invoice

This article provides the information on how you can filter invoices, can export those in a customized way and can view the payment status of all the invoices.

An Invoice is an Order that has been billed to the Customer.

View All Invoices

Follow the steps as mentioned below in order to view all your Invoices.

In the menu bar, click on the 'Sidebar Menu' icon. Then click on the 'Manage Sales' menu and then click on the 'Invoices' sub menu as shown in Figure 1.

Figure 1
Figure 1

For the Orders, for which you had selected the option 'Create Invoice' as 'Yes', while adding an Order, the Invoice for the same will be available here in the Invoice list page as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Filter Click to filter and view specific invoice
2 Download Click to download the list of invoices
3 View Invoice Click to view the invoice details

Download List of Invoices

To download the complete list of Invoices created for your Organization, click on the 'Download' button available in the list page of Invoices as shown in Figure 3.

Figure 3
Figure 3

Upon doing so, the 'Download Invoices to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 4 in which a list of fields related to Invoice will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of Invoices otherwise click on the 'Cancel' button.

Figure 4
Figure 4

Filter List of Invoices

To apply a filter and to view selected records of Invoices those have been created within your Organization, click on the 'Filter' button as shown in Figure 5.

Figure 5
Figure 5

Then enter or select values in the respective fields present in the 'Filter Invoice' pop-up window and click on the 'Filter' button as shown in Figure 6.

Figure 6
Figure 6

View Invoice Details

To view the details of an Invoice, click on the 'View Invoice' button as available against each 'Invoice' in the list page of Invoices as shown in Figure 7.

Figure 7
Figure 7

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