https://www.high5software.com//mediawiki/index.php?action=history&feed=atom&title=Invoice_Overview 2026-05-06T02:05:16Z Revision history for this page on the wiki MediaWiki 1.35.11 https://www.high5software.com//mediawiki/index.php?title=Invoice_Overview&diff=987&oldid=prev 2011-06-09T23:39:13Z

<p>Created page with &quot;The invoice will show the billing address, the balance due, the type of invoice, the orders associated with the invoice, the due date and more. Below are the different sections...&quot;</p> <p><b>New page</b></p><div>The invoice will show the billing address, the balance due, the type of invoice, the orders associated with the invoice, the due date and more. <br /> Below are the different sections of an invoice. Depending on the permissions your SME Administrator created, you may not have access to all the areas described below.<br /> <br /> <br /> <br /> [[File:InvoiceOverview.jpg]]<br /> <br /> <br /> <br /> <br /> {| style=&quot;border-width: medium; border-style: none; border-color: -moz-use-text-color; border-collapse: collapse&quot;<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 27.9pt&quot; width=&quot;37&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;16pt&quot;&gt;1&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 630.9pt&quot; width=&quot;841&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;New &#039;&#039;&#039;– create new combined or itemized invoice.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Search&#039;&#039;&#039; – search open, invoiced or all invoices.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Navigate &#039;&#039;&#039;– jump to invoice by invoice number or recently viewed invoices.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;First, Prior, Next, Last&#039;&#039;&#039; – tab through invoices.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Refresh &#039;&#039;&#039;– refresh window to see calculated fields update.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Edit &#039;&#039;&#039;– click to make changes to an invoice.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Delete&#039;&#039;&#039; – click to delete the invoice (permissions needed)&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Print/Email&#039;&#039;&#039; – print or email the invoice. The printed invoices can be customized in the Reports module.&lt;/div&gt;<br /> |-<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 27.9pt&quot; width=&quot;37&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;16pt&quot;&gt;2&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 630.9pt&quot; width=&quot;841&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Invoice Status – &#039;&#039;&#039;Open or Closed.&lt;/div&gt;<br /> |-<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 27.9pt&quot; width=&quot;37&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;16pt&quot;&gt;3&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 630.9pt&quot; width=&quot;841&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Actions – &#039;&#039;&#039;Rollback invoice, apply deposit, post credit and more.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Activities – &#039;&#039;&#039;set activities for the invoice (remind yourself or others to take action on the invoice)&lt;/div&gt;<br /> |-<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 27.9pt&quot; width=&quot;37&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;16pt&quot;&gt;4&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 630.9pt&quot; width=&quot;841&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;To be printed &#039;&#039;&#039;– if checked the invoice is added to batch print. After the batch print is processed, you have the option to clear out all the “to be printed” flags.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;If syncing SME with QuickBooks, you will setup what will sync by default. Based on those settings, these check boxes will be automatically checked.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Export to QuickBooks&#039;&#039;&#039; – If checked, the invoice hasn’t synced with QuickBooks yet. It will transfer on the next sync and the checkbox will be unchecked once synced.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Export Bill to QuickBooks – &#039;&#039;&#039;If checked, the bill for the subcontractor on the invoice hasn’t synced with QuickBooks yet. On the next sync, the bill for the subcontractor will be added to QuickBooks.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;Export PO to QuickBooks - &#039;&#039;&#039;If checked, the purchase order for the subcontractor on the invoice hasn’t synced with QuickBooks yet. On the next sync, the PO for the subcontractor will be added to QuickBooks.&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> |-<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 27.9pt&quot; width=&quot;37&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039;&lt;font size=&quot;16pt&quot;&gt;5&lt;/font&gt;&#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;<br /> | style=&quot;border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 630.9pt&quot; width=&quot;841&quot; valign=&quot;top&quot; |<br /> &lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;&#039;&#039;&#039; &#039;&#039;&#039;&lt;/div&gt;&lt;div style=&quot;line-height: normal; margin: 0in 0in 0pt&quot;&gt;Select a filter to view Open, Closed or All invoices then use the navigation to tab through the filtered view.&lt;/div&gt;<br /> |}</div>

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