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Exact Globe+   
 

Overview of invoice history

Menu path

Invoice > Reports > Invoice history

Introduction

In Exact Globe+, you can view the details of all processed sales invoices, direct invoices, credit notes (also known as credit invoices), commission invoices, and/or point-of-sales (POS) invoices. You can use this overview to quickly retrieve details of processed invoices or to print invoices. You can also use this overview to view the accompanying orders and financial details.

From this overview, you can:

  • record notes
  • view and/or add attachments to the selected invoice or credit note
  • view the sales order of the selected invoice or credit note
  • view the delivery note of the sales order
  • create credit notes manually or based on invoice
  • print and process the invoices or credit notes
  • create duplicate copies of invoices based on processed invoices, or
  • modify the information of the selected invoice or credit note.

What version are you using?

The information in this document is applicable to product update 503 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Open. For more information, see Creating and maintaining sales invoices.

How do I copy the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Copy. You will see the Copy: Invoices screen.
  5. Type or select the invoice code at Invoice code.
  6. Select the Copy: Sales employees check box if you want to copy the sales employees of the selected invoice history.
  7. Click Generate.

How do I print the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Print. You will see the print screen.
  5. Define the fields.
  6. Click Print. For more information, see Printing processed invoices.

How do I create a credit note for the invoice?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Credit note. You will see the Enter credit notes screen.
  5. Define the fields.
  6. Click Close. For more information, see Creating credit notes based on invoices.

How do I view the delivery note of the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Delivery note. For more information, see Viewing delivery notes.

How do I view the sales order of the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Sales order. For more information, see Creating and maintaining sales orders.

How do I view the attachments of the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Attachment. For more information, see Viewing attached documents.

How do I create and/or view the note of the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Note. For more information, see Creating and maintaining notes.

How do I update the VAT number of the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click Change. You will see the VAT number screen.
  5. Type the VAT number at VAT number.
  6. Click OK.

How do I view the emails of the invoice or credit note?

  1. In the Invoice > Reports > Invoice history screen, define the search criteria fields.
  2. Click Search.
  3. Select a record in the overview.
  4. Click E-mail history. You will see the E-mail history screen.
  5. Select an email.
  6. Click Open.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.537.998
 Assortment:  Date: 08-11-2023
 Release:  Attachment:
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