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Table of Contents
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).
Invoice Manager View
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.
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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.
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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”.
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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.
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