Operations Menu - Invoices - Invoice Status

This page describes the 'Invoice Status' function on the Operations menus in the Invoice browse and record windows. If you are using iOS or Android, the 'Invoice Status' function is on the Tools menu (with 'wrench' icon).


The 'Invoice Status' command prints a report to screen summarising all aspects of the Invoice currently open in a record window or of the first Invoice highlighted in the 'Invoices: Browse' window. If you are using iOS or Android, you can highlight an Invoice in the browse window by searching for it.

The report includes a list of the Items sold on the Invoice, together with Quantities, Unit Prices and Sums. It also shows the payment history. In the illustration below, the Invoice in question has a Credit Note against it.

In the Invoice History section showing the payment history, you can click (Windows/Mac OS X) or tap (iOS/Android) on a transaction number (Invoice Number, Credit Note Number or Receipt Number) to open the corresponding Invoice, Credit Note or Receipt record. You can also click or tap on the Customer Number to open the Contact record for the Customer.

If an Invoice needs to go through an approval process before it can be marked as OK, the 'Invoice Status' report will contain an Approval Status section that you can use to monitor the approval process. Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Invoice window for brief details about the approval process and here for full details.


The Invoice register in Standard ERP:

Go back to: