Navigating the Invoice List
Purpose
- To demonstrate the navigation of and features of the Invoice List.
Video
Instructions
1. Click on Invoicing.
2. Click on Invoice List.
3. Global Search - o Complete or partial address or occupancy name can entered, then select Search.
4. Click on Expand to view all Advanced Search Fields.
5. Advanced Search filters.
6. Special Filters: Status.
7. Special Filters: Late Fee - Yes or No.
8. Special Filters: Overdue.
9. Click on Apply to view data with filters applied.
10. Click on Save View to save the Advanced Search criteria selected.
11. Type in a name and then click on "Save."
12. Click to show desire columns.
13. Select or deselect desired columns to view in the grid.
14. Columns can be sorted ascending or descending by clicking on title, column width changed by dragging column divider, and column position changed by drag and drop.
15. Select one or more Invoices for Bulk Actions.
16. Select all for Bulk Actions.
17. Select to Delete.
18. Select Confirm to delete the selected Invoices. Warning: This action cannot be reversed.
19. Select to Print Invoices. A pdf file will be downloaded.
20. Bulk Actions: Sent to Collections, Mark as Mailed, Print & Marked as Mailed, Attachments, Send Email, Contacts Report, and Late Fee are available.
21. In the actions column, select Edit, Delete, View Details, History, or Reopen as needed.
22. Special Note for Reopened Invoice:
- While in the status of ‘Reopen,’ the user can change the date to a previous date, today’s date, or a future date.
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