Manage Invoices or Upload Transactions

The Invoices List screen displays information about invoices you have entered, and lets you print, edit, or delete invoices, or upload transactions to Accounting Power.

For each invoice listed, the Invoices List displays the invoice number, date, and the client's name, the amount of the invoice and the balance still due, the number of days old, whether the invoice has been uploaded, and the status.

To print, edit, or delete an invoice, or upload transactions to Accounting Power:

1.  Select Invoices List from the Billing menu to open the Invoices List.

By default, the list displays all invoices dated within the date range displayed (typically the current week) in all statuses, for all clients.

Columns indicate the Invoice Number and Invoice Date, the Client Name, the Amount of the invoice and the Balance Due, the number of Days Old the invoice is, whether it was Uploaded to the system, and the Status of the invoice,

2.  Select filters to tailor the results displayed in the list. You can use any of the following filters singly or in combination:

o       Select a specific client from the Client drop-down list to view invoices for that client only.

o       Use the Status drop-down list to view all invoices with a status of Pending, Printed, Emailed, or Paid.

o       Specify a date range using the From and To fields to view all invoices within that time frame.

o       Select either Practice Relief or Accounting Power to select the source of the invoices.

Note: You can only review or delete invoices in Accounting Power from this screen.

3.  Click Select to apply the filters you specified.

The list is updated to display only the invoices you specified.

4.  Click the entry in the Invoice Number column for an invoice to open that invoice and view detailed information, including the due date, the specific items billed, the rate, and whether any discounts have been applied.

5.  Click the check box in the Select column to select an invoice.

You can select multiple invoices, or use the buttons above the Select column to select all of the invoices in the list or to clear your selections.

6.  Click the Upload Transactions button to upload information from the selected invoice to Accounting Power.

7.  Click Print to print the selected invoice, or click Delete to remove the selected invoice from the list.