Accessing Sales Documents
To access the sales documents grid:
Navigate to Financial in the top menu.
Select Sales Documents from the drop-down menu.
This will bring up the sales documents grid, where you can access different views using the tabs at the top:
Invoices: View all sales invoices.
Credits: View all credit notes.
Quotations: View all sales quotations.
All: A combined view of invoices, credits, and quotations.
Each tab provides an overview of the documents within that category, including information such as:
Document value (1)
Whether the document has been printed or emailed (2)
Whether the document has been posted (3)
For quotations, whether they have been converted into jobsheets or sales invoices (4)
Filters
In the top right corner, there are additional filters to help you find specific documents:
Communication Status: Filter based on whether the document has been printed or emailed.
Conversion Status: Filter quotations based on whether they have been converted.
Posted / Not Posted: Filter based on whether the document has been posted.
Top Toolbar Options
From the top toolbar, you have several options for managing sales documents:
New: Create a new sales document.
Edit: Edit the selected sales document.
Delete: Delete the selected sales document.
Print: Print the selected sales document.
Email: Email the selected sales document.
Post: Post a selected invoice or credit.
