Editing Invoicing
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<br>'''-''' Go to Receivables module > Invoicing. | <br>'''-''' Go to Receivables module > Invoicing. | ||
− | <br>'''-''' Click | + | <br>'''-''' Click Search > Search Open Invoices. |
− | <U>OR</U> simply hit | + | <U>OR</U> simply hit F5 on your keyboard to open the same search window showing all open invoices. |
[[File:SearchOpenInvoices_7.1.png]] | [[File:SearchOpenInvoices_7.1.png]] | ||
+ | |||
+ | To use this search view, go to '''Invoicing'''. Click '''Search''' > '''Search View''' and select your saved view. | ||
+ | |||
<br>'''-''' Double click on the invoice you want to open. | <br>'''-''' Double click on the invoice you want to open. | ||
<br>'''-''' Click on the column headers to sort by the data in the column. | <br>'''-''' Click on the column headers to sort by the data in the column. | ||
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* Click '''Views''' > '''Add/Remove Fields'''. | * Click '''Views''' > '''Add/Remove Fields'''. | ||
* In the Grid Columns window, check the columns you want to add. | * In the Grid Columns window, check the columns you want to add. | ||
− | * Click | + | * Click OK. |
* To save the new view, click '''Views''' > '''Save View'''. | * To save the new view, click '''Views''' > '''Save View'''. | ||
− | + | '''Find all overdue invoices''' | |
+ | |||
To setup a search view that will show you all overdue invoices: | To setup a search view that will show you all overdue invoices: | ||
<br>1. Go to '''Receivables''' module > '''Invoicing'''. Click '''Search''' > '''Search Open Invoices''' OR hit '''F5''' on your keyboard to open the search open invoice window. | <br>1. Go to '''Receivables''' module > '''Invoicing'''. Click '''Search''' > '''Search Open Invoices''' OR hit '''F5''' on your keyboard to open the search open invoice window. |