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Overview of Invoices Window

Use the Invoices window to generate invoices, issue receivables statements, and create checks for your clients.

Invoices window

  1. Menu: Displays the commands that are available for the window.

  2. Navigation pane: Displays the available customers. The icons indicate if the customer is the parent customer, child customer, or a standard customer.

Icon

Description

Parent customer icon

Parent customer. You can use parent customers to combine invoices for multiple customers under one invoice. For example, your agency may hold accounts for a major company (parent customer) that has several subsidiaries (child customers).

Child customer icon

Child customer. You can assign child customers to a parent customer for invoicing purposes. You cannot invoice a child customer separately.

Standard customer icon

Standard customer. Customers that your organization hasn't associated to other customers.

  1. Tabs: When you click a customer in the Navigation pane, the associated information appears on the selected tab.

Related Topics

Introduction to Invoices

Log On to Invoices

Help Overview