Reviewing and Printing Invoices

Reviewing and Printing Invoices


 Reviewing Invoices in the Web App

Sales transactions being listed in the Web app

In the web app, existing invoices can be reviewed under Sales → Sales Transactions. This page lists existing sales transactions filtered by type, status and date. The default filter displays all transactions created within the week. If you can't find the records you are looking for, adjust the filter to narrow or broaden the search as needed (e.g. to display only open invoices from the last 30 days). Text search is available by transaction number and site.

To view an invoice, click on the corresponding row of the list.

To see what sales orders and payments are linked to this invoice, click View in the column named Lnk Txn.

More operations are available from the Action menu. You can access it via Action column of the transactions list. This menu allows the following operations:

  • Print the invoice.
  • Send the invoice.
  • Edit the invoice.
  • Clone (create a new invoice with exactly the same contents).
  • Receive Payment.
  • Start picking.

 Some of these actions may be forbidden, depending on the invoice status.
If you click on the Invoice's Reference Number in the list, it will open the View Invoice page. Once here, you can clone, or delete the Invoice by clicking Options   in the top-right corner of the window.

 Please note that we do not recommend deleting transactions as it may affect the status of linked transactions.
You can print out a list of some or all invoices shown on this page. Use the checkboxes in the leftmost column to mark the invoices you want to include on the printed list, then click Print List. 

Reviewing Invoices in the Mobile App

There are two ways to find an existing invoice in the iOS app:

  • While in the Sales tab, tap the necessary customer in the Customer tab and tap Invoices in the pop-up window. You will see a list of all invoices for this customer. Look in the list or search by order number to locate the one you want. You can filter invoices by Open, Picked, Packed, Paid, and All by tapping the respective button.
  • In the Sales tab, tap the Invoices tab in the top part of the screen. You will see a list of all existing Open/Picked/Packed/Paid/All orders (depending on the selected status) from all customers. From here, you can use search or scanning to locate the invoice you want.

Once you’ve found the desired invoice, you can review or edit it by tapping the order and pressing Edit. You can change order details, product quantities, and rates, add or remove products from the invoice. See Creating an Invoice for details on how to add items to the invoice. To remove an item, go to the Items tab, tap the item, then tap Delete in the pop-up window.

When you are finished, tap the orange menu button in the top-right corner of the screen to view the pop-up menu and tap Save to apply your changes. To leave without saving, press the back button. 

Printing an Existing Invoice

Invoices can be printed from the web app as well as from mobile devices.

  • To print an invoice from the web app, go to Sales → Sales Transactions and find the desired invoice (possibly using search and filtering), then click  and select Print. Alternatively, you can click on the invoice itself to view it, and then click the Print button.
  • To print an invoice from the mobile app, you first need to find the invoice you want to print, tap it, and then tap and Print. This will generate a print preview, which can be sent to your printer, emailed, faxed or saved as a picture.

Invoice Numbers

If you'd like to change how reference numbers look for invoices, see Transaction Numbering.






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