Viewing Invoices List in the Account

1. Click on “Sales” from the main menu.
2. Click on “Manage Invoices”.
3. The program displays a list of invoices in the account.,
   • Check the box at the top of the page to select the entire list of invoices and choose from:
     • All (Current Page): selecting all invoices on the current page.
     • All Filtered (All Pages): selecting all invoices on all pages.

• Use the “Actions” menu to apply a set of quick actions to the selected invoice list. For more details, refer to the “Actions on Invoice List” guide.
• Use the navigation buttons (<) (>) to switch between the display pages of the invoice lists.
• Click on the icon    to access the “Sales Reports” page.
• Click on the “Appointments” button to display a list of appointments related to the invoices.
• Click on the “New Invoice” button to start creating a new invoice on the account.
• The search tools below can be used to quickly access the required invoice.
• Click on the “Advanced Search” button to access more professional search and filtering tools.
• At the top of the invoices list, click on “Sort By” and choose from the several options to sort the invoice list, such as (Client, Created Date, Number, Payment Status, Date).