The Sales section contains all the information about invoices and credit notes that you’ve created. You can add new invoices as well as view, edit, and filter them by document status and by a specific time period. You can also export a list of your invoices in .csv or .pdf format.

To navigate to your Sales section, select Accounts from the sidebar menu and then select Sales from the drop-down menu.

The Sales section is divided into four categories; invoices, drafts, recurring invoices and archived invoices. Select one of three tabs at the top of Sales screen to view the relevant list. 

Find an invoice by document number, contact name or other details using the search option.

Invoices

The Invoice tab shows a list of invoices and credit notes that you’ve created. You can view invoices, filter them by specific parameters, and export the list in .csv format.  

1.1 Filter invoices

Filter a list of the invoice entries by status or by a specific period:

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Select All Periods or All Statuses and then select your chosen filter from the drop-down menu.

You can create your own reporting period, too:

1.2 Import a list of sales documents

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Select Import.
  1. Select the file you’d like to import from your computer or external device.
  2. Select OK.

1.3 Export a list of invoices

To export a list of invoices in .csv format:

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Select Export.

The file will be saved in the folder selected in the settings of your browser.

2 Recurring Invoices 

Selecting this tab will show you a list of the recurring invoices you have created. Here, you can view invoices, delete or make them inactive.

2.1 Deactivate a Recurring Invoice

To deactivate a recurring invoice: 

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Select Recurring Invoice.
  3. Select Inactive from the Status column, next to the recurring invoice you’d like to deactivate.

2.2 Delete a Recurring Invoice

To delete a recurring invoice:

  1. Select Accounts from the sidebar menu and then select Sales from the drop-down menu.
  2. Select x next to the recurring invoice you want to delete.
  3. Select Save.

You can delete more than one recurring invoices at the same time.

  1. Tick the tickbox of the recurring invoice(s) you want to delete.
  2. Select Delete.

3 Archived Invoices

The Archived Invoice tab is a list of invoices that you have archived.  You can’t edit archived documents; you are only able to view them.  

 Note: If you have no archived invoices then the Archived Invoice tab will not be active.

4 Drafts

These are the sales invoices that have been created and saved as draft and are awaiting approval.

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