Navigating the Invoice List

Navigating the Invoice List

Purpose

  1. To demonstrate the navigation of and features of the Invoice List.

Video


Instructions


1. Click on Invoicing.


Click on Invoicing.



2. Click on Invoice List.


Click on Invoice List.



3. Global Search: Complete or partial address or occupancy name can entered, then select Search.


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.


Click on Expand to view all Advanced Search Fields.



5. Advanced Search filters.






6. Special Filters: Money Status






7. Special Filters: Other Status:






8.Special Filters: Late Fee - Yes or No.






9. Special Filters: Overdue.
  1. All values entered are Days
  2. Equal to:
    1. Value: 0 → Returns invoices due today.
    2. Value: 1 → Returns invoices overdue by 1 day.
  3. Distinct To:
    1. Not Equal To
  4. Greater Than:
    1. Value: 0 → Returns invoices overdue by 1 day or more (Example: The 0 value will capture all overdue invoices)
    2. Value: 30 → Returns invoices overdue by 30 days or more.
  5. Less Than:
    1. Value: 1 → Returns invoices due today.
    2. Value: 0 → Returns invoices not overdue, but excludes invoices with one day left before becoming overdue.
  6. Greater Than or Equal To:
    1. Value: 0 → Returns invoices due today and overdue by 1 day or more.
    2. Value: 1 → Returns invoices overdue by 1 day or more.
  7. Less Than or Equal To:
    1. Value: 0 → Returns invoices not overdue, including those due today.
    2. Value: -1 → Returns invoices not overdue, including those with one day left before becoming due.
  8. Range:
    1. Value: From 1 to 30 → Returns invoices overdue by 1-30 days.
    2. Important Note: Ranges only support overdue invoices.






10. Click on Apply to view data with filters applied.


Click on Apply to view data with filters applied.



11. Click on Save View to save the Advanced Search criteria selected.


Click on Save View to save the Advanced Search criteria selected.



12. Type in a name and then click on "Save."






13. Click to show desire columns.


Click to show desire columns.



14. Select or deselect desired columns to view in the grid.


Select or deselect desired columns to view in the grid.



15. 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.


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.



16. Select one or more Invoices for Bulk Actions.
  1. Recommend applying filters to limit the Invoices for easier selection.


Select one or more Invoices for Bulk Actions.



17. Select all for Bulk Actions.


Select all for Bulk Actions.



18. Select to Delete using a Bulk Action.


Select to Delete.



19. Select Confirm to delete the selected Invoices. Warning: This action cannot be reversed.






20. Select to Print Invoices. A pdf file will be downloaded.


Select to Print Invoices. A pdf file will be downloaded.



21. Bulk Actions: Sent to Collections, Mark as Mailed, Print & Marked as Mailed, Attachments, Send Email, Contacts Report, and Late Fee are available.






22. In the actions column, select Edit, Delete, View Details, History, or Reopen as needed.


In the actions column, select Edit, Delete, View Details, History, or Reopen as needed.

23. Special Note for Reopened Invoice:
  1. 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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