Invoices List View

Main Menu > Invoices > List View button

List View Explained

Top Navbar Buttons

Find All Button

  • Shows every Invoicer ever created, including Estimates.

Print Invoice Button

  • Prints a list of Invoices or the current Invoice.

Packing List Button

  • Prints a packing list.

Email Invoice

  • Email the current Invoice.

New Invoice Button

  • Creates a new Invoice.

Invoice List View Explained

Unmark All, Mark Found Set, Find Marked Records Buttons

Payment Report Button

  • Creates a report of all receipts since the last printed report or by a set date range.

Find and Sort Unpaid Invoices Button

  • Updates the list view with only those records that are unpaid (or only have a deposit) and sorts by Contact.

Print List Button

  • Sends the current list view to the printer.

Perform Last Find Button

  • Performs the previous find.

Print Packing List for Marked Records

  • Manually mark records in order to combine them into a printable packing list.

Invoice Records Table

FrameReady Multi Site only - Sites are color-coded and table row background for Invoices and Work Orders indicate which site created the record.

Marked Column

  • Click to sort; marked items appear at the top of the list.

Inv# Column

  • Click to sort from lowest to highest.

Date Column

  • Click to sort from oldest to most recent.

Sold To Column

  • Click to sort reserve alphabetically (first name).

  • Unnamed entries at the top are sorted oldest to newest.

Subtotal Column

  • Click to sort.

Savings Column

  • Click to sort.

Tax 1, Tax 2 Columns

  • Not sortable.

Total Column

  • Click to sort.

Payment Column

  • Click to sort.

Balance Column

  • Click to sort.

Status Column

  • Sort by the order as null,  UnPaid, Deposit, Paid in Full, Void, Refund.

Footer Area

  • Displays record count and found set.

  • Displays column totals (level3 and level4 only).

 

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