Transition Guide to Invoices

In this article, we will help you understand the differences between the browser version and desktop version as they relate to the Select Invoices screens – the Invoice Selector, View Invoice, and View Transactions.

More detailed articles are linked at the bottom.

Quick Search

In the desktop version, you could go straight to an invoice by using the Quick Search field in the Quick Actions sidebar on the left (after selecting Revenue). This is also possible in the browser, but at the top of your screen on different pages including the invoice selector.

If you enter all or part of a specific invoice number, the profile name to which that invoice belongs will appear, along with the invoice ID. Clicking on it will take you into the invoice for more information.

If you enter all or part of a profile name, the profile will appear. Clicking on it will take you to the transactions screen of that profile to view all invoices.

Invoice Selector

In the desktop version, you would select an invoice by using the invoice selector. There were tabs along the top with criteria that you could adjust and a Preview button at the bottom to load a list of invoices.

In the browser version:

  • The results will still appear at the bottom, but the button is Run This Search instead of Preview.
  • As mentioned in the previous section, the quick search at the top will allow you to jump to a specific invoice or to a specific profile's transactions screen. This search is available on several screens, so that you have quick access to the invoices.
  • The tab is Aging instead of Open Invoices and is found on the left side.
  • The following desktop tabs are now options within a drop-down list:
    • Invoice Numbers
    • Batch Numbers
    • Invoice Dates

  • There are additional options in the drop-down list to search for invoices:
    • Posting Batch Number
    • Due Date
    • Sent Status
    • Preferred Billing Method
    • Profile Id
  • There are additional tabs on the left to search for invoices:
    • Revenue Item
    • Payment Info

Payment Info allows you to search by payment date, payment type, or check number.

  • There is an Actions button on the left side, above the results, for global changes. For example, adding the selected invoices to a report (View/Print), e-mailing them, or writing them off.

View Invoice

In the desktop version, after you highlighted an invoice in the list of results, and clicked Select, you would go into the Invoice Main screen where you could view or change the invoice date, due date, billing address, and more.

At the bottom, you would then click on one of the tabs to manage line items, payments, adjustments, and more and you would view or change information in that bottom panel.

In the browser version:

  • There is not a Select button because you will click on the invoice number to open the invoice.
  • You can also jump to the profile that has the invoice by clicking on the Report Name.

For the Invoice screen in the browser version:

  • The tabs are displayed vertically on the left side.
  • The information within each tab will fill the page instead of being a panel at the bottom which means a lot less scrolling to look at a single record.
  • Each line item includes a View Details option which shows all of the line items and related payments or adjustments in one cleaner view compared to the desktop version.

View Transactions

In the desktop version, after opening a profile, the Transactions tab would show invoice line items and adjustments for a specified period of time.

This is the browser version:

  • At the top of the Invoice Selector, when you type in a profile name and click on the profile when it appears, you will go to a Transactions screen to view all invoices that belong to that profile.

  • This screen can also be reached when you go into a profile. In the Revenue panel, click View Transactions.

  • From the Transactions screen, you can:
    • See all invoices, within a definable date range, for the selected profile.
    • Create an ad-hoc invoice (New Invoice) or payment (Apply Payment).

    • Click on the invoice number for more information (line items, payments, and more).
    • Select one or more invoices and click on the Actions button to print or e-mail the invoices.

    • See if there are any unapplied payments. In the example below, this customer has $100.00 in unapplied payments. Perhaps they wrote a check for too much or cancelled an invoice.

    • You can turn that into a credit towards their account versus a refund by clicking on the Unapplied Payments tab and then clicking the Apply to Invoice button.

On the topic of refunds, how does that work? You would need to create an adjustment. For an unapplied payment, click on the Actions button next to the payment, and choose Adjust. For an invoice, there is a Payment Adjustment tab when you go into the invoice.

More Information

Find Invoices (Invoice Selector)


Create an Invoice


Create a New Payment


Generate Invoices


More Revenue-related articles


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