On the Invoice Cash Bills screen you can get information about your cash bill documents and filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find two buttons that allows you to Issue an invoice or Issue an invoice to a third party.
There’s also a blue magnifier button that’s used to show and hide the Filter section.
The buttons within the Filter (2) section allow you to filter based on something specific like a Date range, Office, Client, Tax Template. Most of them are drop down menus where you can select your filters. The different options are described in the table below:
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the date of the operation |
| Office | Allows you to choose from which office the cash bill was issued. If a person is not given permission to work with a particular office, they won’t be able to see that office in the menu |
| Client | Allows you to choose the client for which the cash bill document was created |
| Tax Template | Allows you to choose the tax template |
After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results. The system will show you the results within a table with the following columns:
| Column | Meaning |
| Document Number | Number of cash bill document |
| Date | Shows the date of the document |
| Type | Shows the type of document |
| Client | Shows the client for which the cash bill was issued |
| Currency | The currency of the document |
| Advance | Shows the amount paid in advance (if any) |
| Amount | Shows the amount without taxes |
| Tax | Shows the tax based on the amount |
| Total | Shows the total amount with taxes |
| Due | Shows the amount that has to be paid |
plus a few extra buttons:
| Button | Mouse over text | Meaning |
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Account File | Shows you more information for the previous column, in this case the account file with aggregated information for this account |
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Edit Description | Allows you to edit the Description and Comment columns |
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Filter on account or Filter on Company | Filters by account or Company and will only show you the cash bills for this particular account or company |
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More info | Opens more info for the cash bill document – its record |
If you want to see more information about your sales, there are check boxes that allow you to add more columns to the list of results:
| Column | Meaning |
| Company | The company which is registered in the system, there could be a few companies when there is a holding in place |
| Office | The office where the cash bill document was issued |
| Due Date | The due date for payment of the document |
| Payment Method | The method selected for payment – Bank, Cash, Cash on Delivery, POS |
| Tax Template | Shows the tax template |
| Description | Shows the description for the cash bill (if any) |
| Comment | Shows the comment of the cash bill Note: When we check to show the Description and/or Comment columns, we get an additional button in the Result section. That button allows for quick edit of these fields |
| Total | Shows the total amount in the selected currency |