invoice_manager
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| + | ====== Invoice Manager ====== | ||
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| + | 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 " | ||
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| + | You can also use the Filters at the top of the screen to filter your list. Simply click ' | ||
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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. | ||
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| + | ==== Exporting Invoices ==== | ||
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| + | 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 ' | ||
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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 ' | ||
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