- Selecting Drawer/Batch will populate the following screen.
- To create a new invoice, select the Simple Invoice icon on the toolbar or the larger icon in the middle of the screen
- To create a new statement, select the New Statement icon on the toolbar or the larger icon in the middle of the screen.
Note:
All bills can be created as an invoice.
Statements don’t have to be created unless referenced by user for ongoing bills.
- To search for an existing invoice or statement, use the tan bar towards the top of the page, to search by Load Bill #, Find Bill by Customer, or Find By Description.
To run a report, select the appropraite icon for the desired report under the Reports tab.
- Selecting the yellow Invoice Listing tab on the right of the screen will open a sidebar that will allow the user to view and search invoices.
- To view the Drawer/Batch’s current activity, select the yellow Open Activity tab at the bottom left of the screen.
- To verify which Drawer is in use check the black box in the bottom right corner.
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