You can get an overview of all the invoices in the Invoice listing page. Name of the invoice, Invoice No, Carrier, Account name, Contact name, Deal name and Quote name are mentioned here. You can change the display pattern of the invoice listing page by clicking on either column or row view. New Invoice can be added to the Invoice Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the invoice listing page.
You can perform a quick search by inputting a keyword in the search field.
You can also search the invoice by using various advanced search criteria through the Advanced search link.
The various combination of advanced search criteria can be saved and edited with keywords of your desire and can be used to search repetitively.The keywords or phrase you have saved are available on the Saved Searches drop down.
By selecting check boxes beside the Invoices, you can select one/multiple invoices and can mass update them through the Action drop down.
The Invoices can be added to your favorites by clicking on icon.
The Invoices can be followed by clicking on icon . You will be able to receive all the status changes and updates regarding the Invoice in the feeds.
You can export one/multiple invoices to PDF format by clicking on icon.
You can convert one/multiple invoices to Excel format by clicking on icon.
You can delete one/multiple invoices by clicking on icon.
You can set the number of rows to be displayed in the invoice listing page by clicking on the show drop down option.
You can add note, comments or view the list of followers of any invoice by hovering the mouse on it.
You can perform mass update on the invoices by clicking on the Action drop down.
(Please note you need to select the check boxes besides the invoices to mass update them).
The display of Invoice Listing fields can be customized by making mouse hover on and then selecting the required fields that you want to display.
You can add comment and copy the invoice by clicking on the select drop down option.
You can edit or delete an invoice by hovering the mouse on it.