Invoices Listing

□	Those using the Accounts Receivable System frequently need to quickly view all, or a specific set of the Sales made to a selected Subscriber.

•	Ideally the basic Invoice information, the detail line items of those Invoices, the ability to print a list - all with the ability to make a selection based on Dates, Paid or Unpaid status - would be required to make this Invoice Listing really be User Friendly.

•	Of course, this Invoice Listing provides these features.

•	Also, if the selected Subscriber is the Bill Payer for other Accounts, all of the Sales Invoices for these Service Only Accounts will be included.

•	On the Subscribers Form's Receivables Quick Access Menu, Select the Invoices option to access the Invoice Listing Form, an example of which is shown below.

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Invoice Listing Form

•	Each Column on the Invoice Listing Form may be relocated by using the Windows® Drag & Drop operation on the Header Name.

•	The Columns that are displayed may be chosen by using the Visible Fields Icon (see Item #4 in the "Working with the Actions button Icons" section below).

•	The Invoices that are listed are determined by using the Filter and Search choices explained below.

□	Understanding the Filter and Search choices:

•	Filter - The Invoice Listing Form offers a set of selection criteria that allow the User to Choose which Invoices they want to examine.

HelpFilesInvoiceListingFilters

•	Which Invoices - Use the Drop-Down Selection List to Choose whether to view: All Invoices (the default), just Paid Invoices, or just Unpaid Invoices.

•	Date Range - By default, the Date Range offered will be from the first date, up until the last date, of any Invoice recorded for this Subscriber but you can use the Drop-Down Date Selection Boxes provided to reset this Date Range, as needed.

•	Refresh - When the viewing options are changed, Click the Refresh button to update the Invoice Listing based on the new selection criteria.

•	Search - You may also locate a specific Invoice, or a group of Invoices, in the Invoice Listing based on the content of the field names listed below:

HelpFilesInvoiceListingSearchByOptions

•	Search By - Use the Drop-Down Selection List to Choose the field on which you want to execute the search.

HelpFilesInvoiceListingSearch

•	Search - Enter the characters required to identify - based on the Search By method selected - the Invoice record you want to locate.

▪	The record pointer4will indicate which line has been identified as the Invoice you are attempting to locate.

•	Expand - Click the Expand box to open the Invoice Detail Information dialog.

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Invoice Detail Information box on the Invoice Listing Form

•	The Status Bar at the bottom of the Invoice Listing Form displays information related to the currently selected Invoice.

□	Working with the Actions button Icons:

•	Actions - There are three action buttons on the Invoice Listing Form:

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Invoice Listing - Action Icons

1.	Print - Click the Print button to View and/or Print this Invoice Listing Report.

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▪	Answer Yes to view the report with the option to print it, or No to go directly to the Print dialog.

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Invoice Listing by Subscriber - Print Preview

2.	Export - Click the down arrow  on the Export button to Select the file format for the data that is to be exported.

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3.	Invoice - Click the Invoice button to open the Sales Form for the Invoice that is currently Selected .

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Invoice Form displayed for a selected Invoice when the Invoice button is Clicked

4.	Visible Fields - Click this Icon to display the Select Fields Drop-Down Check Boxes Listing Of Fields then Check which Fields should be Visible (columns of data that will be displayed).

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Select Fields - Drop-Down Check Boxes List

▪	The "blank" line at the top of the Select Fields list is the choice for including the Expand box which is used to open the Invoice Detail Information dialog

▪	By default, all Field Names will be Checked.

▪	Un-Check any Field Name(s) which are not required.

▪	Click the Save button to finish the selection.