Invoice Summary - Invoicing Module
Written by Brandy Burch
Updated at March 31st, 2025
Listing of invoices, can choose from any invoice status, user IDs, or date range.
NOTE: If the Down Payment tab is enabled the invoice totals will print by payment method.
| Include Invoice Status | Q: Quote, S: Shipping, W: Work Order, R: Ready to Print, P: Printed, U: Updated, H: Held. (If authorized for the Recurring invoice option, the "Z" status will be available). |
| Include User ID's from/thru | Range the list by User ID |
| Include WO dates from/thru | Range the dates to list |
| Include Invoice Dates from/thru | Range the dates to list |
| Include Customers from/thru | Range the Customers to list |
| Include Cost Centers from/thru | Range the Cost Centers to list |
| Display Custom Field | Adds an additional column to the listing |
| Sort Sequence | Select the order to sort the listing |
| List Only Quotes not tied to Work Order or Invoice | Restricts listing to only quotes that have not been tied to a WO or Invoice |
| Electronic Invoices Only | Restricts to only Electronic Invoices |