Reviewing and Printing Invoices
Reviewing Invoices in the Web app
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.
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 on the Mobile Device
In the Android app
There are two ways to find an existing invoice in the Android app:
- In the Customer Center, highlight a customer and tap Payment.
You will see a list of all open invoices for this customer. Find the
invoice you wish to view or edit, touch and hold until a menu shows up,
then tap View Invoice.
- In the Customer Center, tap Open Invoices
to see a list of all existing open invoices from all customers. From
here, you can use search, sorting, and filtering to locate the invoice
you want. Next, highlight the invoice and tap Edit.
After finding and opening an invoice, you can view and edit its details and change what items are on the invoice. See Creating Invoices for details on how to add items to the invoice.
To remove an item from the invoice, touch and hold on its name in the list until a menu shows up, then tap Delete.
When you are finished, tap Save to apply your changes, or press the Back button on the device to leave without saving.
In the iOS 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 Android mobile app, you first need to find and highlight the desired invoice, on either the Open Invoices screen or the Payment screen (see above for details). Then you can tap Options
and Print (in Open Invoices), or make a long tap on the invoice and select Print Invoice (in Payment). This will generate a print preview, which can be sent to your printer, emailed, faxed or saved as a picture.
Invoice Numbers
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