There are two ways to retrieve an invoice.
The first is via the booking and the second is via one of the invoice reports (which will include cancelled and deleted invoices).
Via a Booking
- Open the Booking
- Go into the Finance tab
- Click on the Invoices link
The screen that opens will then display all invoices raised against this booking so you can click on the invoice number to view/amend the details or add a payment.
Via Invoice Reports
Select Search invoice & debtors in the Finance section in the menu and the following screen will appear.
This screen displays invoices with the latest invoice at the top. The Invoices & debtors screen is the best place to manage your invoices as you can filter the invoices displayed by date range, Unpaid, or All.
To open an invoice within the list, simply click on the invoice number in the list.
The export button allows you to create a file that can be read in a spreadsheet application (eg.Excel).
If you want a report of all items invoiced but without the invoice header details then the Invoice detail report is available in the Reports section in the menu.
If you want a report for all invoices (whether created, updated, cancelled or deleted), select the Invoice log option in the Reports section in the menu.