List of All Invoices for all Commitments – Layout and Navigation
Updated
List of All Invoices for all Commitments – Layout and Navigation
Suggested Prior Reading
General Navigation for Lists
Commitments List – Layout and Navigation
Search and Filter the Commitments List
View or Edit an Existing Commitment
Commitment Invoices – Overview
Overview
The List of all Invoices for all Commitments is accessed via the Commitments List. See Commitments List – Layout and Navigation.
This form can display all Commitment Invoices for the project and then the list can be searched or the filter added or changed.
The filtered/sorted list can be exported to an Excel spreadsheet.
From this form, existing Invoices can be viewed, edited and deleted.
Navigating the List of all Commitment Invoices
The top and bottom of the form is the same navigation, format and options as the Commitments List – Layout and Navigation.
The row below the form navigation text menu options is where the list of Commitment Invoices can be searched and/or where filters can be set to show only Commitment Invoices with certain status. The list can also be filtered to show only invoices for a certain billing period.
The form can have its default settings modified to:
· show only Commitment Invoices with certain statuses when it is first opened (the filter can be changed after as required)
· Show different columns of information
· Display a certain number of rows per page (this can be changed after as required)
From this form, the Commitment Invoices can be viewed via the View/Add/Edit Commitment Change Order (and from that form can be edited or deleted, emailed or exported to a PDF).
Steps
Search for an Invoice
Search for a specific Invoice by typing in the Search box (see General Navigation for Lists). The list will be narrowed to show only those Invoices that match what was entered.
To filter the list:
To apply a Filter to the list of Commitment Invoices or change an existing filter:
1) Click on the Filter box to the right of the Search box. The list can be filtered by:
· Status
2) Click on the Status to filter by. A check mark will appear next to the selection.
3) Click on it again to toggle it off.
4) Click outside of the Filter box when the filters are applied to remove display of the filter list.
The filters currently applied display in the filter box.
To filter by a billing period
To display only those Invoices for a certain billing period:
1) Click on the Billing Period drop down at the top left of the form.
2) Click on the Billing Period to filter by.
OR
Click on Show All to show all invoices for all Billing Periods
3) Click outside of the Billing Period Filter box when the filters are applied to remove display of the filter list.
The Billing Periods currently applied display in the Billing Period box.
To change the default settings of what information is displayed when this form opens
To change the default settings of what information is displayed when this form opens,
1) Click the Form Settings button (the black gear button on the top right of the form).
2) See Modify the Commitment Invoice form settings.
View or Edit an existing Invoice
1) Hover the cursor on the Commitment Invoice
2) Click the View Invoice button to the right of the row (blue box with right arrow).
OR
1) Right click on a Commitment Invoice
2) Select View from the pop-up menu.
OR
Double click on the Commitment Invoice anywhere on the row.
See View/Add/Edit Commitment - Change Order Form Navigation and Layout for more information.
See Also
Add a Commitment Invoice
Record an Invoice for the Commitment Change Order
