Invoice Module > Invoice List Window

Summary

The Invoice List is an FP2 List Window that displays a searchable list of all invoices in the system. To view a specific invoice double-click on the invoice on the list.

Search Parameters

The date range will be filtered by one of the three radio buttons:

'Date Created':

The date that the Invoice was created in FP2.

'Date Sent':

The date that the Invoice was sent to the client.

'Date Received':

The date that the Invoice was paid.

'Date Range':

This date range will be for one of the three options above. This is the standard FP2 Date Range filter.

'One Number':

Selecting this search option will open a text box which allows a user to enter in a invoice number for fast reference. Invoice auto numbering can be set in Invoice Custom Settings. This option is only visible if the auto numbering has been activated.

'Range Of Numbers':

Selecting this option will open two entry boxes to enter the inclusive Invoice number range of records to display. Invoice auto numbering can be set in Invoice Custom Settings. This option is only visible if the auto numbering has been activated.

'Type':

This drop-list allows you to select invoices generated in a specific module. Choices are:

'Incident'

'Inspection'

'Permit'

'General'

'AAIMS'

'Status':

Selecting a 'Status' filters results to the selected current recorded status of Invoices. Choices are:

'In Progress'

'Sent'

'Received'

'Void'

'Unpaid'

'Pay Method':

Selecting 'Pay Method' filters the results by the 'Pay Method' entered on the individual invoice.

'Line Item':

This will filter the results with items entered in the Invoice Line Items Tab. This parameter can be used to search for all invoices that contain the selected line item.

'Town':

Lists results by the Town filter.

'Due':

This parameter searches invoices by the due date, allowing the user to locate invoices that are 0-30, 30-60, 60-90 and 90+ days past the due date.

Invoice Reports

These reports are accessible by selecting the 'Print' icon in the List Button Bar.