Standard Invoices in Receivables

An invoice groups one or more line items together for a client so you can collect their payment for your products and services.

To access the list of standard and recurring invoices, go to Receivables, Invoices. To change column headers, select Columns, choose details to include, then select Apply changes. You can also reorder the columns in the list by dragging and dropping the column headers.

To quickly locate the invoice you want, search or filter the list.

• To find and open a specific invoice, search for it by name (or partial name) and select it in the results.

• To view only invoices that share specific criteria such as such as amount or print status, filter the list. From the Filters list, select the criteria of the invoices to work with and select Apply filters.

Standard — To add a single invoice or view existing ones, select Standard. For more details, see Add Standard Invoices in Receivables.

Recurring — To add a group of invoices for a client when collecting payments based on a scheduled plan or view existing plans, select Recurring. For more details, see Add Recurring Invoices in Receivables.

Tip: For details about generating and printing invoices, see Generate Invoice Forms.