Open Invoices

When highlighting an Invoice and selecting the right-click option of  Create Credit From , a message will be displayed confirming you want to credit off the entire invoice.  If the User selects the Yes button, a Credit Memo will be created using ...

This option allows the User to generate a Cycle Invoice batch for one customer.  When selecting this option, the Cycle Invoice One Customer form will be displayed; the User selects the month/year from the drop-down list then clicks on the green arr...

When highlighting an Invoice and selecting the right-click option of  Credit Off Invoice , a message will be displayed confirming you want to credit off the entire invoice.  If the User selects the Yes button, a Credit Memo will be created using ...

To Edit an Invoice from the  Active Pane , highlight an open Invoice, right-click and select the Edit Invoice option.  The Invoice form will open for editing.  If the User does not have the appropriate permissions, this option will not be availab...

The right-click option of Export Invoice Detail was designed for creating an export file for Master Account cycle invoices.  The report styles available are all custom designed for specific SedonaOffice customers, however any SedonaOffice customer ...

When highlighting an Invoice and selecting the right-click option of  Make EFT Payment , the New EFT Entry form will be displayed where the User may setup the electronic payment information to pay the invoice.  If a bank account or credit card ha...

To Create a new Invoice from the  Active Pane , highlight an open Invoice, right-click then select the option  New Invoice .  The new invoice form will be displayed for data entry.  For detailed instructions on creating a miscellaneous invoice,...

Under the  Open Invoices  area, all invoices associated with the customer with a balance due will be listed.  When highlighting one of the open Invoices in the Active Pane and right-clicking, there are several options available;  New Invoice, Ed...

Selecting the right-click option  Refresh  will update the currently viewed information with any new records created or changed. ...