Invoices Navigation Bar

 
Invoices Navigation Bar
1

Bill To

1. Bill To
Select the Bill to person or company from the list of available billers.  This list will contain your client list as well as your Third Party Billers.  To add a new Third Party Biller go to System > Data Maintenance > Third Party Billers
 
Using the Go button in Invoices
An example relating to Invoices would be adding a Third Party Biller after the Invoices module was open. Clicking Go will reload the Bill to list so that the Third Party could be chosen as the Bill to party.
2

New Invoice

2. New Invoice
Click to create a New Invoice for the selected Bill To person or Third Party.
3

New Payment

3. New Payment
Click to create a New Payment for the selected Bill To person or Third Party.
4

Statement

4. Statement
Allows a Statement of Account to be created for a Client.
5

Transaction Search

5. Transaction Search
Allows you to search for an invoice or payment by Invoice or Payment Number/ID.
6

Client Details

6. Client Details
Click Client Details to open the Client record of the selected Bill to Client.
7

Refresh Client List

7. Refresh Client List
Click to Refresh the Client List if you have recently added a new client into the system and they are not showing in the Bill To list.
8

Show Deleted / Voided

8. Show Deleted / Voided
Click to show deleted or voided invoices.
9

Exit

9. Exit
Click this button to exit the Bp Allied program.
 
 
 
Synchronise All
In some installs the Sync All button will also display on this toolbar.
Click this button to perform a full synchronise of Bp Allied.