Difference between revisions of "Advertiser Invoices"
From Offerit
OfferitMegan (talk | contribs) |
OfferitMegan (talk | contribs) |
||
| (16 intermediate revisions by the same user not shown) | |||
| Line 3: | Line 3: | ||
}} | }} | ||
| − | With the Invoices tab on the left, you will be brought to a list of all invoices. | + | With the Invoices tab on the left, you will be brought to a list of all invoices, with an invoice search at the top. The search allows you to sort the list of invoices by a variety of parameters. |
| − | [[File: | + | [[File:InvoiceSearch.png|600px]] |
| + | |||
| + | Enter Criteria here to limit the list below. Criteria includes: | ||
| + | '''Advertiser Info:''' | ||
*'''Invoice ID''' - The unique ID for the invoice. | *'''Invoice ID''' - The unique ID for the invoice. | ||
| − | *'''Username''' - The | + | *'''Username''' - The username for the advertiser. |
| − | *'''Start''' - The beginning date for the sales that make up the invoice. | + | '''Invoice Info:''' |
| − | + | *'''Start''' - The beginning date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible. | |
| + | *'''End''' - The ending date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible. | ||
| + | *'''Received''' - The date this invoice was received. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible. | ||
| + | *'''Show Deleted''' - check this box if you would like to include invoices that have been deleted. | ||
| − | |||
| − | + | == Invoices List == | |
| − | [[File: | + | [[File:InvoiceList.png|750px]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | *'''Invoice ID''' - The unique ID for the invoice. | |
| − | + | *'''Username''' - The name of the advertiser, followed by their unique Advertiser ID. | |
| − | + | *'''Start''' - The beginning date for the sales that make up the invoice. | |
| − | + | *'''End''' - The ending date for the sales that make up the invoice. | |
| − | + | *'''Received''' - The date this invoice was received. If the invoice has not been received yet, this column will read "Not Received Yet". | |
| − | + | *'''Amount''' - The amount owed for this invoice. | |
| − | + | *'''Memo''' - The optional memo field for personal invoice details. | |
| − | + | *'''Actions''' | |
| − | *''' | + | **'''View PDF''' - allows you view the entire invoice as a PDF, showing each row. |
| − | * | + | **'''[[Generate_Invoice#Editing_an_Invoice|Edit Invoice]]''' - Make changes to the details of this invoice. |
| − | * | + | **'''Mark As Received''' - Mark the payment as received on today's date. After an invoiced has been marked as received, this icon changes to ''Mark As Not Received''. |
| − | *''' | + | ***''Note:'' Performing this action will cause the invoices list to automatically sort, displaying only that advertiser's invoices. |
| − | * | + | **'''Delete Invoice''' - permanently remove this invoice. |
| − | * | + | ***''Note:'' Performing this action will cause the invoices list to automatically sort, displaying only that advertiser's invoices. |
| − | **'' | ||
| − | **'' | ||
| − | **'' | ||
| − | *''' | ||
| − | *''' | ||
| − | |||
| − | |||
| − | |||
Latest revision as of 10:55, 9 November 2012
With the Invoices tab on the left, you will be brought to a list of all invoices, with an invoice search at the top. The search allows you to sort the list of invoices by a variety of parameters.
Enter Criteria here to limit the list below. Criteria includes:
Advertiser Info:
- Invoice ID - The unique ID for the invoice.
- Username - The username for the advertiser.
Invoice Info:
- Start - The beginning date for the sales that make up the invoice. Can be set to Any, or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
- End - The ending date for the sales that make up the invoice. Can be set to Any, or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
- Received - The date this invoice was received. Can be set to Any, or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
- Show Deleted - check this box if you would like to include invoices that have been deleted.
Invoices List
- Invoice ID - The unique ID for the invoice.
- Username - The name of the advertiser, followed by their unique Advertiser ID.
- Start - The beginning date for the sales that make up the invoice.
- End - The ending date for the sales that make up the invoice.
- Received - The date this invoice was received. If the invoice has not been received yet, this column will read "Not Received Yet".
- Amount - The amount owed for this invoice.
- Memo - The optional memo field for personal invoice details.
- Actions
- View PDF - allows you view the entire invoice as a PDF, showing each row.
- Edit Invoice - Make changes to the details of this invoice.
- Mark As Received - Mark the payment as received on today's date. After an invoiced has been marked as received, this icon changes to Mark As Not Received.
- Note: Performing this action will cause the invoices list to automatically sort, displaying only that advertiser's invoices.
- Delete Invoice - permanently remove this invoice.
- Note: Performing this action will cause the invoices list to automatically sort, displaying only that advertiser's invoices.
