Find invoices, cash sale forms, customer credit notes and late payment charges in a list

The Invoices List contains all the invoices, cash sale forms, customer credit notes and invoices for late payment charges that you have created on your customers.

  1. On the Customers menu, point to Customer Lists and then click Invoices.

  2. To view forms by status, click the arrow next to Current View and then click one of the following:

    • Open to view all invoices and late payment charges that have been partially paid or have not been paid, and all customer credit notes that have not been applied.

    • Overdue to view all invoices and late payment charges that have been partially paid or have not been paid and have passed their due dates.

    • Voided to view all invoices, cash sale forms, customer credit notes and late payment charges that have been voided.

    • All to view all invoices, cash sale forms, customer credit notes and late payment charges.

  3. To change the appearance of the Invoices List, do one or more of the following:

    • Customise the Invoices List.

      How?

      1. To add, remove or reorganise columns in the list, on the View menu, click Add/Remove Content.

      2. In the Modify Layout dialog box, do one or more of the following:

        • To add a column, click a field name in the Available fields list and then click Add.

        • To remove a column, click a field name in the Show these fields in this order list and then click Remove.

          Note: Fields with an asterisk (*) cannot be removed.

        • To change the order in which the fields appear, click a field name in the Show these fields in this order list and then click Move Up or Move Down.

      3. Click OK.

    • Rearrange the Invoices List.

      How?

      1. To sort the list, click a column title to switch between ascending and descending order. An arrow indicates the sort order.

      2. To resize the column width, click the column divider next to the column heading and drag it to a new width.

      3. To change the column order, select a column title and drag it to a new position.

Work with invoices, cash sale forms, customer credit notes and late payment charges

Find an invoice, a cash sale form, a customer credit note or a late payment charge

  1. On the Customers menu, point to Customer Lists and then click Invoices.

  2. On the toolbar, click Find.

  3. In the Look for field, enter a keyword, such as a customer name.

  4. Click the arrow next to the Search under field and then select a column title.

  5. Click Find.

  6. To return to the full list, click Clear.

Print forms or the Invoices List

  1. On the Customers menu, point to Customer Lists and then click Invoices.

  2. Do one of the following:

    • To print a batch of forms, select one or more forms and then click Print Button image on the toolbar.

    • To view a copy of the printed list, on the File menu, click Print Preview. To return to the list, click Close.

      Note: If more than four VAT codes are used in the same invoice, only three of these codes will appear in the Print Preview and VAT Summary for that invoice.

    • To print the entire list, click Print Button image on the toolbar.

      Note: The Print Preview option is disabled on the File menu when you try to print from the Invoices List rather than from within an invoice.

Export the Invoices List to a Microsoft Office Excel spreadsheet

If you have Excel 2007 or Excel 2003 installed on your computer, you can export the Invoices List to Excel.

  1. On the Customers menu, point to Customer Lists and then click Invoices.

  2. On the toolbar, click Export to Excel Excel .

  3. On the Excel File menu, click Save As.

  4. Specify a path and a file name for the Excel file.

  5. Click Save.

  6. You can switch between Excel and Microsoft Office Accounting 2009 by clicking the appropriate button on the taskbar. When you finish working in Excel, click Close Button image .

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