Screen References - Sales Orders List

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

Convert this order to an invoice

This option will create your Order into an Invoice.

Find Order - Ctrl + F

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

Find Next Order - F3

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

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

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

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

Print Order - Ctrl + P

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

Print Preview - Ctrl + Shift + P

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

Email Order - Ctrl + E

Allows you to send the Order to an email recipient.

Fax Order

Allows you to send an Order via a telephone fax number.

Save As PDF

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

Import Orders 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.

You can refine the contents of the Sales Orders list by using the interactive filter controls below the main toolbar. Use the Period drop menu to filter the listed sales orders 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 sales order selection to a specific customer, and the Display Sales Orders selector lets you choose between recorded or draft sales orders only.

To delete sales orders, select the sales order(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 sales order. You can only edit one sales order at a time.

Click the Invoice button on the toolbar to create a new Invoice using the currently selected order. The information for the new Invoice will be filled in using the selected order.

Click the Preview button on the toolbar to see how the currently selected sales order 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 sales order(s).

Click the Email button on the toolbar to send one or more selected sales order(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 sales order(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 sales order(s) as a PDF file on your computer.