Invoice Tracking

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This screen will track the current status of your invoices.


Select what you wish to search for (ISBN, SAN, etc.) from the drop down boxes, enter a value in the corresponding field, select the month or months to search or key in a specific date dd/mm/yy, and click the Search button to call up all invoices matching your criteria.


If both search boxes are used the search will return only results that match both criteria.


All invoices matching the entered criteria will now be displayed on the screen. They can be sorted by clicking on any of the column headers.


Alternatively, use search by calendar to display a monthly calendar which highlights the days when invoices were created.


The sent column shows if the invoice has been sent (green tick) or is waiting to be send (yellow tick). If no symbol appears, no invoice has not been created.  The other docs column lists any other documents relating to this invoice e.g. credit note or recharge invoice.  Click on the other document link to display the other document.


Clicking on the invoice ref opens up the Print Invoice screen showing the complete invoice.  Click print invoice to print the invoice, click print delivery note to print the delivery note, click return to invoice tracking to go back to the previous screen, click generate credit note and recharge entire invoice to turn the invoice into a credit note and create a new, correct invoice.