Client Query - How Can I See Old Sales Invoices?

Client Query - How Can I See Old Sales Invoices?

Problem

I want to be able to see old sales invoices as I have to keep all sales invoices for 7 years by law.

Solution

There are two methods of locating older sales invoices:

Customer screen
  1. Open the Customer record.
  2. Open their Customer Services -> Sales Orders/Invoices screen.
  3. Set the date filter, or you can turn it off.
  4. You can also filter for the invoice code or sales order at the top of the Inv Code or Sales Order Code column.
Sales Invoice Manager
  1. Open the Sales Invoice Manager in Despatch.
  2. Change the dates back in the filter.
  3. Older invoices will be displayed in the grid when you focus in the Archive sections at the bottom left.