Article Summary

We explain how to use the Sales Invoices screen, which shows all Invoices which have been posted from Sales .Live.

Sales Invoices screen

You can expand or reduce this date range and filter the list as follows:

Find a customer’s invoices

Enter any part of the customer’s name here:

Find a Sales Rep’s invoices

Enter any part of the sales rep’s name here:

Find invoices from a different range of dates

Click the filter icon next to 'Processed Date' and either enter the date range or choose from a pre-set date range:

See further details and / or re-post the invoice

You can use the Details button (see image above) to show further details of the invoice.