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Invoice follow-up

Caroline
  • Updated

The routine Invoice follow-up is used when you want to follow up invoices that have been printed/exported.

 

At Project level, access this by clicking Invoice follow-up in the Menu bar selecting one of the following options:

 

All invoices...

This procedure gives you a summary of all invoices. You can limit the number of invoices by defining a selection. You can print a journal or create payment follow-ups for the required invoice.

  1. Start the menu option Invoice follow-up > All invoices this will open the invoices dialog box which will show all invoices.
    Note for Flex users: If your invoices are stored on the Flex platform, the dialog box header will be named All invoices
    If your invoices are stored locally the dialog box header will show the file path where they are stored for example
    DB\LIBS\MODULES\FLEX\COMPANY_<ID>\SHOP_<ID>
    See article Winner Flex Invoice Migration if you wish to migrate all invoices to the Flex platform.
  2. You can filter the list to locate specific invoices:
    - select From-To period in the group box  Selection and Winner brings up all the invoices falling within the criteria.

    and from version 12.4a5:
    - enter the invoice number and it will bring up that specific invoice.
    - enter the customer's name and it will list all invoices for that customer.
    - enter an invoice amount or a range of amounts for example:
    amount1-amount2 - both numbers must be integers (search for invoices/credit and also payment amount in that range)
    amount - it can be decimal number but also the whole amount (if the amount is 1200.3 and you search for 1200 you will still see the correct result, same as if you have 1200.9 and search 1200 it should be shown -- so no rounding).

  3. Click on the Print journal button to print a journal or highlight the invoice you want and click on the Edit button to register payments, print credit notes or reminders for the invoice.

 

Invoices for this customer...

This procedure gives you a summary of all invoices that belong to the customer assigned to the project you have open.  For example if you have two different projects for the same customer and you select this option, you will be shown the invoices of both projects because they belong to the same customer.  You can print a journal or carry out payment follow-ups for the correct invoice.

 

Invoices for this project

This procedure gives you a summary of all invoices linked to the active project in the project level. You can print a journal or carry out a payment follow-up for the invoice you want.

 

Debtors...

This procedure gives you a summary of all invoices with outstanding accounts. You can limit the number of invoices by defining a selection. You can print a journal or carry out a payment follow-up on the invoice you want.

 

Invoice journal

This procedure is used to print a summary of all invoices, payments and credit notes within the selected period.

  1. Start the menu option Invoice follow-up > Invoice journal and the transactions appear on the screen.

  2. Select the from and to period in the group box Selection. Winner brings up all transactions within the selected period.

  3. Click on the Print journal button.

  4. You can now choose which form type you want and whether you wish to either preview it, print it, send E-mail or export as a pdf.

  5. In the Invoice journal screen you can also export various options as a .csv file.

 

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