Viewing Invoices

To recall an invoice from this screen, simply highlight it in the top grid and select Ok. To return to the customer screen without recalling an invoice, select Cancel.

The bottom grid contains the detail for each item on the invoice highlighted in the top grid. As you highlight different invoices in the top grid, the detail in this grid will change to match the selected invoice.

Extra Functions - These extra functions can be called up when you have an item selected in the bottom grid:

[F2] - View line comment (if any)

[Shift]+[F3] - View serial numbers (if any)

The top grid contains summary invoice information including the customer's PO number (if any), the total invoice amount, the salesperson and clerk, and the origination date of the invoice.

Extra Functions - These extra functions can be called up when you have an invoice selected in the top grid:

[Shift]+[F2] - View Invoice Bottom Comment

[F3] - Search for a specific invoice.

[F4] - View how the invoice was paid.

[F5] - View the alternate shipping information (if any).

[F7] - View the shipping information (if any).

You can view invoices, quotes, layaways/special orders, or work orders for a given customer. Select Sales Customer from the Main Menu. You will then see the customer screen. Locate the customer. (See Navigating Records.) Select View from the Toolbar.

Highlight what you wish to view and select Ok. (If you choose Invoice, you will then be asked if you want to view processed, saved, or all. Again select what you want to view and click Ok.)

Once you have made your selection(s), you will see the following:

(Click on any field below for context-sensitive help)

The top grid contains summary information for the invoice, while the bottom grid contains information on each item.

To recall an invoice, highlight it in the top grid and select Ok, to return to the customerscreen select Cancel.