What you can maintain in Invoicing
Invoicing brings together the destinations where you maintain invoices, payments, products, customers, and bank accounts.
| If you need to… | Go to |
|---|---|
| Maintain invoices | Find and open a destination |
| Maintain payments | Payments and follow-ups |
| Maintain products | Products, packages, and delivery |
| Maintain customers or bank accounts | Find and open a destination |
| Work with portal invoices and exports | Customer portal invoices and exports |
| Configure these areas | Admin: customers, products, and invoices |
Before you start
Prerequisites
- Know which record destination you need to open: Invoices, Payments, Products, Customers, or Bank Accounts.
Find and open a destination
Use this procedure when you need to reach an Invoicing destination or open the invoice list.
Steps
- Select Accounting.
- Select Customers.
- Select Invoices.
Result: The invoice list opens.
Understand the invoice list
An invoice list is the work area where you review invoice records and choose how to start invoice work.
The list has these columns:
| Column | Use it to… |
|---|---|
| Number | Identify the invoice. |
| Customer | See the customer associated with the invoice. |
| Invoice Date | Read the invoice date. |
| Due Date | Read the due date. |
| Activities | See activities associated with the invoice. |
| Tax Excluded | Read the amount before tax. |
| Total | Read the total amount. |
| Total in Currency | Read the total in the invoice currency. |
| Payment | Review the payment state shown for the invoice. |
| Status | Review the invoice status. |
Use the column headers to review an invoice. When you are ready to start invoice work, continue to Create or import an invoice.
Create or import an invoice
The invoice list offers three ways to start invoice work. Select the choice that matches the work you need to start.
Steps
-
Choose one option:
If you need to… Select Start a new invoice New Import invoice information Upload Follow the invoice setup prompt Create Invoice
Result: You have identified how to start invoice work. Continue to What to do next.
What to do next
After you open the invoice destination, continue with the job you need to complete.
| Next job | Continue with |
|---|---|
| Follow up on payments | Payments and follow-ups |
| Maintain products and delivery details | Products, packages, and delivery |
| Manage portal invoice access or exports | Customer portal invoices and exports |
| Configure customer, product, or invoice settings | Admin: customers, products, and invoices |
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