Overview


With this new module, you are now able to manage your invoices.



Workflow


First, hover over SERVICE in your top navigation bar > click "Invoices & Collections"



The module will default to "All Invoices" within the last 30 days. This range can be changed by clicking on the hyperlinked "Within 30 Days" and selecting the appropriate dates/time range.

The filters available will be the "Product Type", "Client Filter", "Area","Service Site","Account Representative", and "Assignee".


(1) & (2)


The left hand menu will allow you to view your invoices by Unpaid and Paid.
Unpaid will allow the option to view invocies that are: "Not Invoiced", "Invoiced/Not/Paid", and "Delinquent"
Paid will allow the option to view invoices that are: "Partially Paid" and "Paid in Full".


(3)


In the main chart, you can sort your invoices by "Order#", Client, Work Description, Invoice Date, Total Late Fee, PO Funds, or Due Status.
Clicking the "Order#" will take you to service order
Clicking the Invoice Date will download the invoice
The PDF Icon will allow you to generate and then download the invoice


(4)


The Toolbox on the right hand screen will allow you to download and generate bulk invoices.
See 
Feature 23962 for details


(5)


You can also export invoice details into Excel into the toolbar as well.