V3 Invoices List Screen - Overview

You can find the Invoice List by going to Accounting > Invoices. If it is your first time on this screen, it will look like this:

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Filters are critical to using this screen. To get started quickly, select one of the pre-built filters from the center of the page. Even if you have never created any filters, you can click All Saved Filters at the left to view a list of common filters:

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Once you've selected a filter, the screen will look something like this:

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The filter selection remains at the left side and now includes the filter you are currently viewing. Every time you return to this screen you will see the last filter you had applied. At the top right you can click Add Invoice to add a new Invoice or click Edit Table to manage which columns you see in the table and the order in which they appear. You can also move columns in the table by hovering at the left to reveal the double-dotted line:

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Click and drag on the double-line to re-position the column. You can also click on the double-arrows on the right side of the column to sort the column in ascending or descending order. 

Any of the blue text is a clickable link. Click on an Invoice date to open the Invoice itself. Click on an account name to open the Client Account. 

To reveal more actions, check the box next to one or more Invoices to change the menu on the left:

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From here, you can quickly Email or Print Invoices in bulk. Click on Advanced Actions to reveal more possible actions:

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Mail allows you to have the selected Invoices sent to a service that will print and mail the Invoices for you. This service does have an additional cost which varies based on the quantity you purchase. If you do not have adequate stamps to complete the action, you will be prompted to purchase additional stamps.

If you click Lock you can lock Invoices without taking any additional action such as removing the print or email flags. Click Reminders to reveal additional options:

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Use those options to clear the review, email, or print flags on the selected Invoices.

Export will export the selected Invoices to an Excel file which will be available to download on your My Day page. Click Merge to merge the selected Invoices. You will be prompted to select which Invoice to merge the Invoices to. Note: if you sync with QuickBooks Desktop, do NOT merge Invoices. 

Use the Void button to void one or more Invoices. You can also Delete Invoices. Any Invoices that are deleted are not gone permanently, you will just need to set a status filter to see the deleted Invoices. 

 

 

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