Getting Started with Financial

User Guide › Financial

Use Financial to locate and open invoice and related finance records.

What You Can Do

• Use Account Invoices to access account invoice records.
• Use Sales Invoices to access sales invoice records.
• Use Commission Invoices to access commission invoice records.
• Use All to view all available finance records.
• Use Upcoming to view items scheduled for a future date or action.
• Use Search box to find a finance record.
• Use Select to open a chosen record.
• Use edit to update a finance record.

First Session: Find and Open a Finance Record

1. Open the Financial area and select All to display finance records.
2. Enter a relevant reference, name, or other known value in the Search box.
3. Select the required record from the results.
4. Select Select to open the Finance record.

Result

The selected Finance record opens and is ready for review or editing.

Next Steps

• Select Account Invoices, Sales Invoices, or Commission Invoices to work with the required invoice category.
• Select Upcoming to review finance items requiring future action.
• Use edit when you need to update an open Finance record.

Related pages

• Financial — Overview
• Payments
• Financial — Learning Path
• Bank Guaranties
• Receivables
• Invoice
• Account Invoice
• Letters Of Guaranties
• Principal Invoices