Use the Invoices List to manage your invoices. To get here, click the Invoices link in the web interface control panel, then select a range of invoices to view based on time period. Here, you will see a list of all the invoices Express Accounts has created.

You can refine the contents of this list by using the tabs at the top of the page to select Recorded, Draft, All, or Recurring invoices. You can 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 drop menu can also be used to further narrow the invoice selection to a specific customer. Click Update to filter the invoices based on the criteria you selected. Users with viewer-only privileges will be unable to add and delete invoices.

Add New Invoice (not available on the Display Recurring tab)

Click this button to create a new invoice.

Run Selected Invoice (Display Recurring tab only)

Click the Run Selected Invoice button to generate all currently due invoices for the selected recurring invoice, according to its schedule.

Edit

Click the Edit icon to edit the associated invoice.

PDF

Allows you to save your Invoice as a .pdf document.

Print

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

Packing Slip

Click the Packing Slip icon to download a packing slip as a PDF for the associated invoice.

Ship Label

Click the Ship Label icon to download a shipping label as a PDF for the associated invoice.

Log

Click the Log icon to view all activities associated with the associate invoice, such as emailing to customers.

Edit Schedule

Click this button to modify the invoice schedule details.

Apply Payment (not available on the Display Recurring tab)

Click this button to apply a payment.

Schedule (Display Recurring tab only)

Click the Schedule button to view and/or change the schedule for the selected recurring invoice, or to change the action taken when the invoice is generated (email, fax, print, save, etc.).

Delete

Click the Delete icon to delete the associated invoice.