Accounting > A/P > Manage Invoice
This article provides an overview of the features and functions of the Manage Invoice Page.
The Manage Invoice page is the main dashboard for Invoice processing. From this page you can add new invoices, recurring invoices and credit memos, review, make changes and delete invoices. This is also where you will track and move Invoices through the payment process.
Search Filters
Search Filters are used to narrow down search criteria to locate a specific invoice or group of invoices.
Association- Select an Association from the drop down menu.
Type- Select Invoice or Credit Memo from the drop down menu.
Post Status- Select Posted or Not Posted from the drop down menu.
Approval Rule- Use this filter to find invoices based on the Approval Rule.
Due Date- Enter a Date to select invoices based on the Due Date.
Balanced- Select Balanced or Unbalanced from the drop down menu.
Contains- Enter all or part of a field to search.
Vendor- Select a Vendor from the drop down menu.
Payment Status- Select Open or Ready to Pay from the drop down menu.
Paid Status- Select Paid, Unpaid or Partial Paid from the drop down menu.
Current Approver- Select an Approver from the drop down menu.
Void- Select Void or Not Void from the drop down menu.
Invoice Date or Post Date- Select Invoice Date or Post Date from the drop down menu.
Start- Enter a start date for the search.
End- Enter an end date for the search.
Column Headers
Information can be sorted by clicking on any Column header.
Id- This is an internally established Id number for the Invoice.
Association Name- The Association the invoice was posted to.
Vendor Name- The Vender that generated the invoice.
Invoice Number- The Invoice number issued by the Vendor.
Invoice Date- The date on the Invoice when it was generated.
Post Date- The date the Invoice was Posted to the system.
Invoice Due Date- The Due Date based on the established grace period, calculated from the Invoice date.
Invoice Amount- The amount due on the Invoice.
Open Amount- The balance of the Invoice due. If partial payments have been made, the Open Amount may be less than the Invoice amount.
Type- Indicates if this is an Invoice or a Credit Memo.
Payment Status- Indicates if the Invoice is Open, Ready to Pay or Paid.
Invoice Paid- Displays a green circle with a check mark if the Invoice has been paid.
Void- Displays a green circle with a check mark if the Invoice has been voided.
Check Number- If the Invoice has been paid, the check number will appear in this column.
Description- If a Description was entered with the Invoice, it will appear here.
File Name- Displays a file name for the uploaded invoice copy that can be opened by clicking the hyperlink.
Posted- Displays a green circle with a check mark if the Invoice has been posted.
Page Functions
Delete Invoice- CLICK HERE for more information.
Click the Trash icon to delete the invoice.
Edit or View Invoice- CLICK HERE for more information.
Click the Pencil icon to open the record to make changes to the invoice.
Copy Invoice- CLICK HERE for more information.
Click the Copy hyperlink to copy a previous invoice.
Page Actions- CLICK HERE for more information.
Use the Page Actions button to Add a new Invoice, Approve or Post Invoices and to Re-Rule, Change the Post Date, Generate a PDF Invoice or export to CSV.
