Invoices - Invoice Center

1 Toolbar
2 Select Invoice or Batch
- 2.1 Right Click Menu
3 Troubleshooting

The Invoice Center displays all invoices created and creates new invoice batches.

To view the Invoice Center, go to Action in the main menu then select Invoices > Invoice Center.

Toolbar

Field Name	Description

Field Name	Description
Find Batch	Find an invoice batch by the batch number.
Find Customer	Find invoices for a customer, by the customer ID/number.
Find Invoice	Find a single invoice by the invoice number.
Email Invoice(s)	Email invoices by verifying the email address to send the highlighted single invoice or invoice batch.

Select Invoice or Batch

Field Name	Description

Field Name	Description
Batches	Batched invoices based upon the customer's billing cycle.
Single Invoices	Invoices based upon the customer ID/number.

Right Click Menu

Right clicking on a single invoice, or invoice batch will bring up the following menu options.

Option Name	Description

Option Name	Description
New Batch	Create a new invoice batch based upon active billing cycles. See How to Create a New Invoice Batch.
Show Summary	Create a PDF document containing an overview of the selected single invoice or invoice batch
Print Preview	Create a PDF document to display the way the invoice will appear when printed.
Save As PDF	Export the selected single invoice or invoice batch to a PDF document.
Email Invoice(s)	Email invoices by verifying the email address to send the selected single invoice or invoice batch.
Cancel Batch	Enabled only for batches. Remove unpaid invoices in an invoice batch. This cannot be undone and you will have to re-run the invoices. Batches/Invoices with orders marked as paid will not be canceled. To cancel a batch/invoice with orders marked as paid you must mark all orders as unpaid then cancel the batch. Credit card payments will not be canceled unless canceled in Plug N Pay. Only the most recent invoice batch can be canceled. For example, if the most recent batch ID is 30, and you want to cancel batch ID 27, you would need to cancel batch ID 30, then batch ID 29, then batch ID 28, then finally batch ID 27.
Special	Special options: Preview All Invoices - Preview the single invoice or all invoices in a batch. Preview Invoices To Be Emailed- Preview the single invoice or all invoices in a batch set to send via email in the current batch you are working on. Authorize Batch(s) For Credit- This option will authorize all orders for credit card processing on the invoice level for customers set to bill credit cards and that have a credit card on file.
Find	Find options: Find Batch Find Customer Find Invoice Find Transaction
Export	Export a single invoice or invoice batch to a variety of file types Save To Quickbooks File Format Save To Quickbooks 2019+ File Format Save To Quickbooks Online File Format Save To Peach Tree/Sage 50 File Format Save To Peach Tree/Sage 50 File Format W/Credit Memo Export To PDF Export To TIFF Export To HTML Export To RTF Export To Excel Export To Text Export To Custom
Exit	Close the Invoice Center.

Troubleshooting

Quick Tip: The "Actual Delivery Date" uses localized delivery date/time stamps instead of server time.

Warning! Unverified Orders Found

This means that there are orders that need to be verified before they can be invoiced. You must verify the order(s) on the order status form to invoice them. Requiring verification before settlements is an option that is either the customer record or order type. Use the View Orders button to view the orders in a Find and click on the order(s) you need to edit.

Warning! Unrated Orders Found

This means that there are orders that need to be rated before they can be invoiced. Use the View Orders button to view the orders in a Find and click on the order(s) you need to edit.

Warning! Undelivered Orders Found

This means that there are orders that need to be delivered before they can be invoiced. Use the View Orders button to view the orders in a Find (Classic Operations App).