Use this screen to manage your invoices. Here you will see a list of all the invoices recorded in Express Invoice.

You can refine the contents of this list by using the interactive filter controls below the main button bar. You can use the 'Period' selector to filter the listed invoices by date, and the 'Start' and 'End' date pickers can be used to fine tune the date period. Use the 'Keyword' search feature to select invoices based on the customer name, invoice number, sales person, order number and invoice date text entered.

New

Click this button to create a new invoice.

Copy

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

Delete

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

Edit

Click this button to edit the currently selected invoice. This only applies to one invoice at a time.

Preview

Click this button to see how the invoice will appear when printed, saved as a PDF document, or emailed to a customer.

Print

Click this button to print the currently selected invoice(s).

Email

Use this button to send one or more selected invoice(s) as a PDF document to a recipient via email. You will asked to provide an email address.

Fax

Use this button to send one or more selected invoice(s) to a recipient via fax. You will asked to provide a fax number.

Save

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

Export to EDI

Click this button to export the currently selected invoice to EDI.

Payment

Click this button to receive a payment for the selected invoice.

Credit Note

Click this button to apply a credit note towards the selected invoice.


Find Invoice

Select this option to open a dialog that allows you to search the list based on invoice number.

Find Next Invoice

Select this option to skip to the next item found after the search function has been performed. You can also press F3 to quickly highlight the next match in the list.

Show Log

Select this option to display all activity associated with the selected invoice in the list. It will display information whether an invoice was emailed, printed or faxed successfully.

Import Invoices from CSV

If you have a list of invoices to import from another program, select this option. After importing invoices, Express Invoice will automatically update the balances of the relevant customers. See the Select CSV File Data Fields topic in this manual for more information on how to import a list of invoices.

Packing Slip Menu

This menu allows you to preview a packing list for the selected invoice, print the packing slip, email, fax, or save it as a PDF.

Shipping Label Menu

This menu allows you to preview a shipping label for the selected invoice, print the label, email, fax, or save it as a PDF.