In this module, learn how to view your invoice queue.
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Download PDFStep 1.
Go to Sales and Purchases and click Invoice queue.
Step 2.
You will be presented with a screen showing potential invoices on all projects. You can filter the results based on the status of the project, the customer, the project name, or the end date of the project. If the invoice does not display, you can refresh the screen.
Step 3.
The task bar within the Invoice Queue screen will show multiple characteristics of the invoices shown.
You can also choose the level of detail the invoice will display when it is generated.
Step 4.
Once you have chosen the invoice(s) that you would like to send to the recipient, select the invoice to send by ticking the box on the left of the row.
Step 5.
Scroll down to the bottom of the screen. A drop-down box will display giving you the option to determine how you would like to export the invoice(s) you have chosen. The following options are available: Screen, Xero (Draft), Xero (Approved).
Step 6.
Once you have chosen how you want to export the invoice, click Generate.
If you select the invoice as Xero (Draft) or Xero (Approved), it will be sent to Xero when you click Generate. You canview or print the invoice after you click Generate.
Step 7.
If you have multiple invoices you want to complete for the same customer, you can select multiple projects for the same customer.
The generate combined box will appear and you can Generate Combined.
Step 8.
You will be presented with a pop-up box, after you review the information, click Proceed.
Step 9.
You will see invoices over multiple projects combined and generated.
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