Download Receipts, Invoices or Adjustments
The AR Receipt Wizard provides the following options to enable the user to download existing Receipts, Invoices and Adjustments into the worksheet:
• Download existing Receipts and Applications via a form.
• Download Open Items (Invoices or Adjustments) from the worksheet or via a form.
Set Invoice Sorting Order
Before downloading invoices, it is recommended that you set your Invoice Sorting Order.
Click on the ‘Sorting Order’ button illustrated below:
The following form will appear:
Select the Primary and Secondary sorting order from the list of values provided then select ‘Ok’.
When any of the downloading functions are undertaken the Invoices will be sorted in the order specified above.
To change the order, select the ‘Sorting Order’ button and redefine the sorting criteria.
For further details, please see the following sections.
Refer to section:
