How to do billing in excel4/26/2023 For more information about filtering the list, see Using the Billing & Invoicing Filters.Ĭlick in a column header and select Sort Ascending or Sort Descending. Click above the list to change the filters, if needed. By default, the list is filtered to show only clients with unposted invoices from the past year. Filters will be unavailable until you clear the invoice search. The invoice will display in the grid, even if it does not match the current filtering criteria. Enter an invoice number in the search box in the upper-right corner of the window and click Search or press Enter. Locate the invoices you need in the list.Open Dashboard, click Application Links on the navigation panel, and then click Invoices under Billing & Invoicing.To use the Invoices list, do the following: See Editing Invoices and Editing an Invoice in Microsoft® Word or Adobe® Acrobat® for more information. Note: Invoices that display a icon next to the status column have been edited in Microsoft® Word or Adobe® Acrobat® and reuploaded to Practice. The currency columns display totals at the bottom of the grid. You must have permission to review invoices, final print invoices, or post invoices to access this list. From this list you can review and edit, change the status of, print, and post invoices, among other tasks. The Invoices list displays invoices and their statuses.
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