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Review Invoices in AR

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General Info:

Once an invoice or credit memo is completed, it is no longer possible to review the details or comments on the screen. Once a period has been closed, and the invoice is moved to history, it is no longer possible to view or print the invoice. This tool allows the details and comments to be viewed on the screen after the invoice has been completed. Editing or deletion of comments is permissible only on a current invoice. This tool works with both current and history invoices. Additionally, this tool will reprint invoices from history.

Most Commonly Asked Questions
Problem #1: Once I have completed an invoice I cannot see the details again! Can you change the program, so I can view the invoice details?

Problem #2: I just closed the month, and cannot find the invoice printed last month for the ABC Company. Why can't I find it in the computer? Is it gone? Can you change the program, so I can view or reprint my old invoices?

Problem #3: I'm editing an invoice and would like to view, and possibly change or delete, an existing comment while making other changes. Can you change the program, so I don't have to use File Maintenance to edit or delete a comment?

This tool provides the answers to all three questions.

With this tool you will be given additional choices when you are editing invoices. These choices are only available for current invoices and history invoices. You will also notice when you are editing the header information, the choice to review invoice detail and comments. Details can only be viewed, whereas comments can be edited or deleted.

Printing of the invoice from the Main Menu now allows the selection of an invoice from the history file. Batch printing of history invoices is not provided, so select "Individual" at the prompt. Batch printing of current invoices is unaffected.

All the features described above, apply to Credit Memos, as well as invoices.

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