Home → Records → Accounting page → To invoice section

2.2. To invoice section

This section will show any items currently eligible for invoice processing based on different values per category.

Sale Pipelines

• The Net value must be greater than £0.00.
• Payment Type must not be "None" or "N/A".
• Accounts Status must be "To Invoice" or "Quoted".
• On the initial page load items will be returned where the Date Expected is within the last year and 60 days into the future. You can carry out your own date range search to expand this timeframe.

Bookings

• The Net value must be greater than £0.00.
• Payment Type must not be "None" or "N/A".
• Accounts Status" must be "To Invoice" or "Quoted".
• Booking Status must be "Active" or "Attended".

Export Docs

• The Doc Price value must be greater than £0.00.
• Payment Type must not be "None" or "N/A".
• Accounts Status must be "To Invoice" or "Quoted".

 

For instructions on how to create a new invoice/add to the "queue" see the related page here.

Knowledge Tags

Accounting  /  To Invoice  / 

Related Pages

• Records > Accounting page > Creating an invoice (with accounting integration)