Customer invoices can be viewed different ways:
· by Billing Customer;
· by Shipping Customer;
· by Invoice Number;
· by Inventory Items sold on Invoice;
· by General Ledger Codes contained on Invoice.
Viewing Sales Orders by Billing Customer
Go to Sales > Customers and select a customer. Click on the Invoice tab to open dialog as shown below:
Set the Billed to this customer option to list all invoices billed to the selected customer. Select the desired invoice Status; All, Outstanding, or Paid. Highlight the desired invoice and click the Invoice button to view the invoice. You can also double-click on an invoice with the mouse to open the document. Review the Customer History section for more details.
Viewing Sales Orders by Shipping Customer
Go to Sales > Customers and select a customer. Click on the Invoice tab to open dialog as shown below:
Set the customer option to Shipped to this customer so all invoices shipped to the selected customer are displayed. Note that the same invoices will be listed if the billing and shipping customer Ids are identical.
Select the desired invoice Status; All, Outstanding, or Paid. Highlight the desired invoice and click the Invoice button to view the invoice.
Viewing Sales Orders by Invoice Number
Open the invoice window by selecting Sales > Invoices and S.O.s. Go to File > Open Invoices and S.O.s from the invoice menu.
Set customer option button to All and set Status to All to list all invoices. Click on the Invoice column so the invoices are listed in ascending order. Type the invoice number in the Search entry field.
Set customer option to Customer and select desired Status to list invoices by customer or status. Click on the Query button to find a specific invoice based on other invoice criteria.
Viewing Sales Orders by Inventory Items Sold on Invoice
To locate an invoice by an inventory item that is listed on the invoice go to Inventory > Inventory Items > year tab that contains the inventory history. Right click on the Count or Cost total fields within Decrease column with a mouse and Drill Down to list the invoices that add up to the total amount sold in the selected month. Double click the desired invoice or highlight with keyboard and click the Invoice button. Review the Inventory History section for more details.
Viewing Sales Orders by General Ledger Codes Contained on Invoice
If you want to open the invoice based on any general ledger code used within the invoice take the following steps:
1. Go to General Ledger > Chart of Accounts to open chart of accounts list.
2. Choose the revenue General Ledger account used within the invoice and open General Ledger Account window by double clicking on desired account.
3. Open year history tab based on invoice date. For example, if the invoice date was in fiscal year 1998 then click on 1998 tab.
4. Drill down on month contained in invoice date by right clicking on monthly total and selecting Drill Down from the context menu. A list of details transactions will be displayed. Note that the Id field contains the customer Id code, Reference 2 contains the invoice number, Date is the invoice date, and the Trans. Amount equals the invoice amount for the detail line that contains the G/L Account that was selected. The Source will equal `ARI’ if a sales invoice created the transaction.
5. Highlight a transaction from the invoice to be viewed and click on the Source button. For more details on viewing general ledger detail review the Account Year History section.
To print or preview a variety of invoice reports go to File > Reports > Sales > Invoices.