Overview
The “Invoicing” Tab displays the invoices that are open, paid, or all for a given customer, along with multiple columns of various pieces of information related to the invoice, such as the balance, date, amount, etc. From here, you can also right click>select options to print, email or view the invoice (with options to include the customer statement and documents added to orders). The bottom tabs display relevant orders, payments, email history, and documents associated with the selected invoice.
Detail
Steps:
-Choose the open, paid, or all radio button to filter the invoice data shown
-Sort and filter as needed
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| Info |
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The “Over Trend” column is showing how many days outstanding a given invoice is over this customer's Average pay off age |