Sent invoices tab
This guide explains the utilization of functions on the Sent Invoices tab, including retrieving invoices, selecting displayed columns, downloading the invoice list, reviewing individual invoice details, and resending.
Invoice retrieval
In the "Sent" tab, sales invoices can be searched by using the invoice number, recipient's name, or the unique invoice identifier. Additionally, sales invoices can be searched within a specific time frame by clicking the search button and setting the desired dates.
Selecting the displayed columns
The option is available for which invoice details are displayed in the columns. The following information can be made visible:
- Invoice Number
- Invoice ID
- Reference Number
- Sender's Business ID
- Recipient
- Recipient's Business ID
- Invoice Date
- Due Date
- Sent
- Delivered
- Amount Excluding Tax
- Amount Including Tax
- Status
- Delivery channel
- Open as a Tab
Downloading the Invoice List
The table can be downloaded to a computer in XLS or CSV format. It is good to notice that if the view is set to "25 invoices per page," the downloadable file will include a maximum of 25 invoices.
Details of individual invoices
To view the invoice details, the invoice row can be selected. Alternatively, the invoice details can be opened by selecting the tab icon.
To resend an invoice, the "Resend Invoice" button should be selected. This can be done using the same route or by specifying a new route or address for the invoice. Resending is possible for both previously sent invoices and those that encountered errors.
All invoice files transmitted to Maventa are found under "Invoice Attachments." By clicking the buttons, the files can be opened and saved as needed. The invoice transaction details indicate when and to which address the invoice was sent.
If an invoice is resent, the transaction details will be updated with the information from the most recent dispatch. Should the invoice encounter an error, the content of the error message will be displayed in the transaction details.
Frequently Asked Questions
How can I search for sent invoices within a specific period?
Utilize the period search by clicking the "Search" button and setting the desired dates.
How do I download the invoice list to my computer?
Download the table by selecting either the XLS or CSV format.
How can I resend an invoice to a new address?
Click "Resend Invoice" and choose a new route/address.
Keywords
Sent invoices, searching, invoice list, column selection, XLS, CSV, invoice details, resending, attachments, invoice transactions.