Use Subscription Invoices to review subscription-related invoice records and organize the list for follow-up, reporting, or export. Sales, project, finance, and accounting users can use the available columns to identify the company, invoice date, invoice number, total amount, and subscription. Use this screen when you need to find existing subscription invoices rather than create a new invoice.
Note: The list can initially contain no records. Refine your search or filters before concluding that a subscription invoice is unavailable.
Workflow
Review the available subscription invoice records and decide whether you need to locate a specific invoice or review the complete list.
Subscription Invoices
Use the visible columns to compare Company, Invoice date, Invoice no., Total amount, and Subscription. Select a record with Select when you need to work with an item in the list.
If you need a particular invoice, search or filter the list before taking further action.
Enter a value in Search to narrow the displayed records.
Select Apply filter when you need to apply the available filter criteria.
Use Columns Chooser when you need to change the columns displayed in the list.
Tip: Search by a value that identifies the invoice clearly, such as the company name or invoice number.
Decide whether the current list arrangement should be reused.
Select Standard Layout to use the standard list layout.
Select Add Layout to create a layout, then provide a Layout name and select Save.
Select Update Current to save changes to the active layout.
Select Delete Current when the active saved layout is no longer required. Confirm with Delete, or select Cancel to keep it.
When the filtered list is ready for sharing or further analysis, select Export.
Export the current list after applying the required search, filters, columns, and layout so that the exported result matches your review.
If you need to associate a file with the current work, select Attach or use or Drop a file here to add a file.
Examples
A finance user needs a list of subscription invoices for Northwind Trading for month-end review.
On the Subscription Invoices screen, the user enters Northwind Trading in Search.
The user selects Apply filter to refine the result set as required.
The user reviews the matching records using Invoice date, Invoice no., Total amount, and Subscription.
To make future reviews consistent, the user selects Add Layout, enters Month-End Subscription Review in Layout name, and selects Save.
The user selects Export to produce a file containing the reviewed subscription invoice list.
The user selects Attach to add the exported review file to the current work, if required.
Tips
Tip: Use a saved layout when the same subscription invoice columns and list arrangement are needed repeatedly.
Warning: Select Delete Current only when you intend to remove the active saved layout. Use Cancel if you do not want to continue.
Note: Changes to a layout are retained only after you select Save for a new layout or Update Current for the active layout.
Troubleshooting
Symptom: No subscription invoices appear in the list. Likely cause: The current search or filter excludes the required records. Fix: Clear or revise Search, then select Apply filter again.
Symptom: The required invoice information is not visible. Likely cause: The relevant list column is not included in the current layout. Fix: Select Columns Chooser and adjust the displayed columns.
Symptom: Layout changes are not available when you return to the screen. Likely cause: The layout changes were not saved. Fix: Select Update Current, or use Add Layout, enter a Layout name, and select Save.
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