This first view is the default view. It shows all final invoices for the date range selected at the top of the window. Invoices can be sorted by clicking on any column header and grouping is on. You can group by customer name or last name, which will be useful if you have fleet accounts, each of which may have many invoices. Individual invoices can also be easily selected by using the search box.
To see only invoices that are not yet fully paid, check the Unpaid Only checkbox in the top lefthand corner.
In this second view, notice that:
1. Because you are now viewing accounts receivable only, grouping by Last Name is already active.
2. The account balance is shown to the right of the name.
3. The action buttons in the lefthand column are available for A/R appropriate functions like posting payments, paying out credit balances, and examining the payment history.
4. The ability to change a final invoice is limited to a very few things that do not substantially change the invoice from the customer point of view. Final means final. Line items cannot be changed or deleted. New line items cannot be inserted. In order to maintain a valid audit trail, if an invoice needs modification use the Refund button in the other view, and/or create a new repair order.
In either view, double click an invoice in the grid to view, reprint, export to pdf, or email.
