Screen References - Invoices List

Under the Invoice menu you have the following actions with their short cut keys.

Find Invoice - Ctrl + F

Use this dialog box to search for a desired Invoice in the list. You can search by Date, Invoice number, Order or Customer.

Find Next Invoice - F3

The commands Find Invoice and Find Next Invoice work together. The Option to use Find Next Invoice appears after you use Find Invoice. Find Next Invoice Will find the next Invoice with the same search criteria you entered in Find Invoice.

When using Find Next Invoice, after you have scrolled through all Invoices with matching search criteria from Find Invoice, A pop-up window will notify that "No more invoices matching '(SEARCH CRITERIA)' could be found."

Note: If you delete the search criteria from the text box in Find Invoice and click OK,a pop-up window will notify "No matching '' could be found.". The Find Next Invoice function will now be grayed out and unselectable. The Find Next Invoice function will be available again after you use Find Invoice.

For the following actions you must first have an Invoice selected from your list.

Print Invoice - Ctrl + P

This command will open a Print dialog window and allow you to print your invoice or safe as a .pdf document.

Print Preview - Ctrl + Shift + P

The Print Preview window displays the Invoice as it will be printed by the printer.

Email Invoice - Ctrl + E

Allows you to send the Invoice to an email recipient.

Show Log - Ctrl + L

This dialog box displays the logs of the selected record.

Apply Payment - Ctrl + Y

This window allows you to Add or Edit payments received.

Apply Credit Note - Ctrl + C

The Apply Credit Note window is where you can apply a customer's credit notes to their overdue invoices.

Import Invoices from CSV

External data can be imported into Express Accounts using csv files. A window will open that allows you to choose the CSV file you want to import from where you have it saved.

Under the Packing Slip menu you will find options for including a Packing Slip in your order. You must have an invoice selected to perform the following actions.

Preview Packing Slip - Ctrl + Shift + S

The Preview Packing Slip window displays the Packing Slip as it will be printed by the printer.

Print Packing Slip - Ctrl + S

This command will open a Print dialog window and allow you to print your Packing Slip or save it as a .pdf document.

Email Packing Slip

Allows you to send a Packing Slip to an email recipient.

Fax Packing Slip

Allows you to send a Packing Slip via a telephone fax number.

Save As PDF

Allows you to save your Packing Slip as a .pdf document.

Under this menu you will find options for creating a Shipping Label in your order. You must have an invoice selected to perform the following actions and specify shipping instructions.

Preview Shipping Label

The Preview Shipping Label window displays the Shipping Label as it will be printed by the printer.

Print Shipping Label

This command will open a Print dialog window and allow you to print your Shipping Label or save it as a .pdf document.

Email Shipping Label

Allows you to send a shipping label to an email recipient.

Fax Shipping Label

Allows you to send a shipping label via a telephone fax number.

Save As PDF

Allows you to save your shipping label as a .pdf document.

You can refine the contents of the Invoices list by using the interactive filter controls below the main toolbar. Use the Period drop menu to filter the listed invoices by date, and the Start and End date pickers can be used to fine tune the date period. The Customer selector can also be used to further restrict the invoice selection to a specific customer, and the Display Invoices selector lets you choose between recorded or draft invoices only.

Clicking the Copy button will create a new invoice and fill in the customer and item information automatically using the selected invoice.

To delete invoices, select the invoice(s) you wish to remove from the list, and click the Delete button on the toolbar.

Click the Edit button on the toolbar to edit the currently selected invoice. You can only edit one invoice at a time.

Click the Preview button on the toolbar to see how the currently selected invoice will appear when printed, saved as a PDF document, or emailed to a customer.

Click the Print button on the toolbar to print the currently selected invoice(s).

Click the Email button on the toolbar to send one or more selected invoice(s) as a PDF document to a recipient via email. You will be asked to provide an email address. Your email settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.

Use the Fax button on the toolbar to send one or more selected invoice(s) to a recipient via fax. You will be asked to provide a fax number. Your fax settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.

Click the Save button on the toolbar to save the currently selected invoice(s) as a PDF file on your computer.

Click the Payment button on the toolbar to receive a payment for the selected invoice.

Click the Credit Note button on the toolbar to apply a credit note towards the selected invoice.

Click the Packing Slip menu to view options for creating a packing slip for the currently selected invoice. Packing slips can be previewed, printed, emailed, faxed, or saved.

Click the Shipping Label menu to view options for creating a shipping label for the currently selected invoice. Shipping labels can be previewed, printed, emailed, faxed, or saved.