Differences

This shows you the differences between two versions of the page.

--- invoice_manager [2021/08/12 08:51] – created gareth
+++ invoice_manager [2021/09/03 10:02] (current) – external edit 127.0.0.1
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 ====== Invoice Manager ======
-The Invoice Manager section allows you to View and Manage the invoices that you have already generated, it also allows you to select and export invoices if they need to be imported to another service (Such as Sage).
+The Invoice Manager screen is used to view, export and email your Invoices. When you open this screen, you'll see a list of all Invoices within your system. From here, you can use the buttons to the left of each Invoice to either email or "print" (view as PDF).
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+{{ :invoicemanager.png?800 |}}
-==== Invoice Manager View ====
+You can also use the Filters at the top of the screen to filter your list. Simply click 'Toggle Filters' and make your choices.
-To get to the Invoice Manager Screen, you can click the "Invoice Manager" option from the Invoice Module Section. You will then be presented with the Invoice Manager Screen.
+{{ :invoicemanagerfilters.png?800 |}}
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+The Restrictions section can be used if you wish to view a list which falls under a particular status, for example you can choose to view all Invoices which have not been exported, giving you a list that requires exporting.
-On this view you can view every generated invoice on the system, you can view specific records by using the "Toggle Filters" option. Here you can filter invoices by any of the fields you wish to see.
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 ==== Exporting Invoices ====
-If you wish to export an invoice click the one you want to export, the "Export", "Print" and "Email" options should then become selectable. If you want to Print the invoice then select the "Print" option, If you Want to send the invoice to someone then select the "Email" option.
+To export Invoices, first of all identify the Invoice or Invoices you wish to export. You can use the filters as mentioned above to do this. You can click on individual Invoices, or click the 'Select All' option to highlight those you wish to export, and then click the Export button.
-''Insert Image Here''
-If you want to Import the email to another service, select the "Export" option, here you be given 3 file formats to export the invoice into, "Excel" "csv" and "QBO".
-''Insert Image Here''
-When you select a format to export to, an option to then export in the selected format will appear. Click this to export the invoice, when you do this a tick will appear in the "Exported" column to indicate that the invoice has been exported.
+{{ :invoicemanagerexport.png?800 |}}
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+You can then choose the format you wish to export to. This may differ based on your accounts software and what you've got configured, but you'll always have the options for Excel and CSV. Click 'Export Invoices' once you are ready.