Invoice ➔ To be processed ➔ To be invoiced
In this screen, you can generate an overview of sales and direct invoices, sales and direct credit notes (also known as credit invoices), penalty invoices, commission invoices, and/or point-of-sales (POS) invoices to be processed, all of which are invoices that have not been printed and processed in the final form. The overview will show you the number of invoices that have not been processed, the total amount per invoice, and the number of days the invoices have been created (based on transaction date) but not processed (based on current system date).
You can filter the unprocessed invoices that you want to display. To view the number of invoices to be processed per transaction date, you can define one criterion or more and click Search. The unprocessed invoices that match the defined criteria are then displayed. A list of options will be displayed if you click at Selection code and Order. From the list, select an option and click Select.
Select the warehouse of the unprocessed invoices you want to display. Select All to display unprocessed invoices with any warehouse. Warehouse is only shown if you have E-Warehouse Management in your license.
This refers to the transaction date. Type or select a date or date range to display unprocessed invoices created on or within the selected date(s). By default, the All check box is selected to display unprocessed invoices created on any date.
Note: Typing or selecting only the start date will display unprocessed invoices that are created on and after the selected date. Typing or selecting only the end date will display unprocessed invoices that are created on or before the selected date.
Type or select a sales order date or date range to display invoices that were created on or within the selected sales order date(s). By default, the All check box is selected to display invoices that were created on any sales order date.
Note: Typing or selecting only the start date will display unprocessed invoices with the selected sales order date and later dates. Typing or selecting only the end date will display unprocessed invoices with the selected sales order date and earlier dates.
Type the full or partial customer’s reference number of the invoice.
Type a full or partial description of the invoice.
Type or select the selection code to display the unprocessed invoice(s) with the selected code.
Type or select a sales order number of the invoice or credit note.
Under this section, select the type of invoice(s) you want to display. You can select more than one option. The following options are available:
This section displays the total number of invoices to be processed per invoice type in the selected date range and the total amount in the default currency for these invoices.
Click this to display the overview of invoices to be processed based on the defined criteria.
Click this to type a new note or view the notes that are recorded for the selected invoice. For more information, see Creating and maintaining notes.
Note: This button is enabled only after you have zoomed to the underlying invoices.
Click this to attach a new document or view the documents that are attached to the selected invoice. For more information, see Overview of attached documents.
Click this to generate the overview in Microsoft Excel.
Click this to view the individual invoice records of a transaction date. To view a specific invoice, select an invoice and click Zoom again.
Note: This button is enabled only if you have selected a line (transaction date).
Click this to return to the overview of invoices to be processed, grouped by transaction date.
Click this to exit.