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The window lists the invoices on the system, selected by customer.
The first step in using the window is to select the customer whose
invoices you wish to see, from the drop down list at the top left of
the window. After choosing a customer, the main list will display
any and all invoices for that customer. If you wish to display the
details of an invoice, click on its line in the list, then click
the Edit button. You may also create a new invoice by first
choosing a customer, then clicking the New button.
Invoicing
System
The
simple invoicing system is controlled by the status of the invoice.
The system works through the following steps:
(1) Create a new invoice for a customer. For more information on
how to create an invoice, read the explanation on the Invoice
Details window.
(2) Choose a status for the invoice. There are four status
options from which to choose...
Estimate: An estimate is an
invoice which has been created, but not sent to any customer for
payment. It has no effect on any cashbook accounts, and is not
treated as outstanding.
Quote: A quote is an invoice which has been created, and then
sent to a customer for payment. The payment is outstanding, and the
number of days since the date on the invoice will appear on the
debtors list report, and will be shown in this Invoice List
screen.
Posted: A posted invoice is one which has been created; and
then sent to, and finally paid by, the customer. In terms of the
program, it means that a new entry was made in the Receive Money
window to account for the customer's payment.
Rejected: A rejected invoice is one where, for whatever
reason, the invoice was never posted to the cashbook accounts.
Therefore, an invoice does not directly affect any of the balances
of the cashbook. The invoice is merely copied to create a new Receive
Money entry when its status is changed to Posted. As
this is the case, you are free to delete an invoice at any time - it
will have no effect on the balances of any accounts in the cashbook.
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