Customer Invoices

Use

This option lists all invoices which have been generated from the channel to the customers.

How To

Invoices can be filtered using the option at the top of the screen.

Filters are: Month, Year, Customer, Paid/Unpaid.

Information which is displayed is as follows;

Invoice: Invoice # and hyper link to download the invoice in PDF format.

Sub Total: Monetary

VAT: Monetary

Total: Monetary

Month: Invoice Period

Issued: The date the invoice was created.

Due Date: The date on which payment becomes due.

Days Overdue: The amount of days past the due date for the listed invoice.

Paid: Status of the invoice (Paid / Unpaid) Use this option to mark customer invoices as paid. Once selected the system will take the user to a second screen where the date on which the invoice will be paid can be entered. Select the date from the displayed calendar.

Last Downloaded: The date on which a copy of the invoice was last downloaded from the Metis system.

Credit Notes: Link to credit notes which have been raised against the listed invoice number. Click on the link to download a PDF copy of the credit note.

A CSV file of the invoice report can be downloaded from the screen by clicking on the download link.