View an Invoice/Quote
To open and view an invoice, click the link in the Invoice column.
Add a new invoice/quote
To add a new invoice/quote, click the New Invoice or New Quote button in the sidebar. More
Change the list view
You can filter the list to change what displays in the list.
To filter the list to show invoices by status, click the status in the View sidebar:
To filter the list to show invoices and quotes by date, select Invoice/Quote. Select Due to filter invoices by due date. Filtering the list by due date is handy, when for example, you want to see which invoices are coming due this month so you can see how much money you can expect to receive.
Click the date range you want or create your own custom range by entering "From" and "To" dates and clicking Refresh List To view all entries from the beginning of your records, leave "From" blank. To view all entries with future dates, leave "To" blank.
Tip: To see the invoices for just one particular day, enter the same date in the From and To fields.
Based on the date range you chose, you will see the number of invoices in the time period, the total amount of all invoices for the time period, the total balance due for invoices in the time period, and the total amount of quotes in the time period in the list header.
Export the list
To export your invoice and quote details, filter and sort the list to view the invoices and quotes you want to export and then click the csv export icon next to the printer icon. More
Delete an invoice/quote
To delete an invoice/quote, point to the invoice/quote and click the Trashcan.
You can’t delete an invoice if it has been partially or fully paid.
Edit an invoice/quote
To edit an invoice/quote, point to the invoice/quote and click Edit.
Make the changes and click Save Changes.
Sort the list
To sort the list, click the heading you want to sort by:
The direction of the orange arrows indicates if the sort is ascending
or descending
. The arrow pointing
up means the entries are sorted in ascending order: (A to Z) for words,
lowest to highest order for numbers, and earliest to latest for dates.
The arrow pointing down means the entries are sorted in descending order:
(Z to A) for words, highest to lowest order for numbers, and latest to
earliest for dates.
Click the sort direction arrow to reverse the sort. More
Print the Invoices List
To print the Invoices List, click the printer icon:
