<< Click to Display Table of Contents >> Navigation:  Projects > Invoices

 

The Invoices tab lists all invoices and credit notes that have been created for all customers. They are listed with the most recent at the top of the list. Credit notes appear with a pink highlight to them.

 

Right-click Trans. No.

 

Edit / Reprint Credit / Invoice

Select to reprint the selected invoice or credit note.
If this is a full invoice (for total order value) you cannot edit it but it it is a part invoice you can edit the text and amount then reprint.

 

Cancel Invoice / Credit Note

This deletes the selected invoice or credit note.

 

Right-click Order Ref

 

This right-click menu is the same across all quote/orders and is a shortcut to many options.

 

 

Right-click Name

 

This right-click menu is the same as right-clicking on a customer's name in the customer screen.

 

 

Further Options

 

Searching and Filtering

See the Projects overview for how to search and filter data.

 

Export to Excel (or CSV)

Click to export the current projects screen view to an Excel spreadsheet. The spreadsheet opens automatically so you can edit and save as required. If you have filtered the list the export will be the filtered list too. Note you cannot re-import the spreadsheet data back into EQ.

 

By default exporting to Excel requires MS Excel 2013 and older, to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See Tools > Customise > Project Tabs >  tick 'Use CSV format for all Excel exports'

 

Export to CSV (Field Picker)

A more flexible export is to use the CSV export to select which fields you need, optionally set a header row and set the field sequence. This is useful when you need to export to a spreadsheet or other software such as an accounts package. See the topic: Export Sales Invoices (CSV).

 

Print List

Print the current list view. If you have filtered the list the print out will be the filtered list too.

 

Select Columns

Show a list of column headings you can add into the current tab. Place a X check mark by title to display the column.

 

You can re-arrange the columns by clicking on the column heading and dragging it with the cursor to a new position and then releasing the mouse button. You can change the column width by clicking and dragging the dividing line of a column.

 

Batch Printing with a Filter

 

If you apply a filter to the projects screen you can work with the filtered list (i.e.the matching records) and do some batch commands on them. The commands you see vary depending on which tab you are on. For example (on sales orders) you can locate all orders requiring an acknowledgement and filter them all by date and print all acknowledgment

 

1.Select some criteria and apply a filter

2.Go to the Projects menu on the top menubar

3.Pick Sales Orders... and select a print command. Or you could flag a batch of orders or export it to Excel