Select an Invoice window
Purpose
Use this window to select an invoice. You may do this to apply to the customer's balance on the Enter Payments window when you post payments for a point of sale transaction. Or, you may do this when transferring an invoice from one account to another on the Transfer Invoice window.
To access this window
Complete any of the following, depending on your needs.
- On the Enter Payments window, select the Apply a Credit check box.
- On the Transfer Invoice window, click Invoice.
Diagram
The following thumbnail illustrates the Select an Invoice window. Click it to view a full-size image.
Item descriptions
Item | Description |
---|---|
Look for Invoice # |
Enter a specific credit invoice number. The grid automatically moves to invoice numbers matching the value as you type. |
Credit Invoice grid columns A right angle bracket (>) identifies the column currently used to sort the grid. This grid may be sorted by Invoice #. |
|
Invoice # |
Displays the invoice number for each invoice. Click the column heading to resort the grid in ascending or descending invoice number order. |
PO # |
Displays the associated purchase order number, if one exists. |
Date |
Displays the date of the invoice. |
Empl ID |
Displays the employee ID of the employee who entered the invoice. |
Amount |
Displays the amount charged on or the amount of available credit for the invoice. |
Type |
Displays the type of invoice, such as overpayment or contract deposit. |
notes |
Displays any notes associated with the highlighted invoice. |
Sold To |
Displays the account name to which the invoice is associated. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address information to the clipboard. |
Bill To |
Displays the account name to which the invoice was billed. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address information to the clipboard. |
Item | Description |
---|---|
Select |
Adds the highlighted invoice to the window from which you accessed this window. |
Cancel |
Returns to the previous window. |