Difference between revisions of "Invoice: Find An Invoice"
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When an invoice is opened, it always opens the [[Policy & Billing]] screen to display both the invoice details, and the policy transaction details. Any invoice can be loaded directly from the Policy & Billing screen without needing to first open a client. | When an invoice is opened, it always opens the [[Policy & Billing]] screen to display both the invoice details, and the policy transaction details. Any invoice can be loaded directly from the Policy & Billing screen without needing to first open a client. | ||
| − | === Find an | + | === Find an Invoice by Client Accounting Tab === |
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. | #[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. | ||
#Select the '''Accounting''' tab. | #Select the '''Accounting''' tab. | ||
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[[File:Ic_info_black_24dp.png]] See [[Client Tab]] for more information. | [[File:Ic_info_black_24dp.png]] See [[Client Tab]] for more information. | ||
| − | === Find an | + | === Find an Invoice by Client Invoices Tab === |
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. | #[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. | ||
#Select the '''Invoices''' tab. | #Select the '''Invoices''' tab. | ||
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Invoices are listed in numerical order by default. Select the column headers to sort by date, type, or to display the highest invoice number on top. Select '''Find Text''' and enter the invoice number to jump directly to an invoice in the list. | Invoices are listed in numerical order by default. Select the column headers to sort by date, type, or to display the highest invoice number on top. Select '''Find Text''' and enter the invoice number to jump directly to an invoice in the list. | ||
| − | === Find an | + | === Find an Invoice by Number === |
#From the [[Main Menu and Tab Navigation|Main Menu]], select '''Accounting''' -> '''Policy & Billing'''. | #From the [[Main Menu and Tab Navigation|Main Menu]], select '''Accounting''' -> '''Policy & Billing'''. | ||
#Select '''Invoice''' -> '''Find Invoice'''. | #Select '''Invoice''' -> '''Find Invoice'''. | ||
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[[File:Ic_info_black_24dp.png]] See [[Policy & Billing]] for more information. | [[File:Ic_info_black_24dp.png]] See [[Policy & Billing]] for more information. | ||
| − | === Find an | + | === Find an Invoice by Policy === |
#From the [[Main Menu and Tab Navigation|Main Menu]], select '''Find Policy'''. | #From the [[Main Menu and Tab Navigation|Main Menu]], select '''Find Policy'''. | ||
#Enter the policy number and select '''Search'''. | #Enter the policy number and select '''Search'''. | ||
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[[File:Ic_info_black_24dp.png]] See [[Policy: Find A Policy]] for more information. | [[File:Ic_info_black_24dp.png]] See [[Policy: Find A Policy]] for more information. | ||
| − | === Find an | + | === Find an Invoice Using Reports === |
If an invoice cannot be found using the steps above, a number of [[:Category:Reports|accounting reports]] can be used to list invoices. | If an invoice cannot be found using the steps above, a number of [[:Category:Reports|accounting reports]] can be used to list invoices. | ||
[[File:Ic_info_black_24dp.png]] See [[Report: Invoice Register]] and [[Report: Invoice Query]] for more information. | [[File:Ic_info_black_24dp.png]] See [[Report: Invoice Register]] and [[Report: Invoice Query]] for more information. | ||
Latest revision as of 17:02, 31 August 2018
 Newton User Guide: Accounting - Invoice/Billing |
 Required Software Version: Spring 2017 |
| Related Pages |
| Related Categories |
Invoices in Newton can be attached to a policy, quote, or binder transaction. Policy and binder invoices will display on both the client accounting tab and the client invoices tab. All three invoice types will display in the policy transaction list within the Policy Dashboard adjacent to the assigned transaction number.
When an invoice is opened, it always opens the Policy & Billing screen to display both the invoice details, and the policy transaction details. Any invoice can be loaded directly from the Policy & Billing screen without needing to first open a client.
Contents
Find an Invoice by Client Accounting Tab
- Search for and load the client or prospect.
- Select the Accounting tab.
- Double-click on the invoice number to expand the invoice and display the invoice line details.
- Left-click on the invoice line number to open the invoice in Policy & Billing.
If the invoice is not listed on the accounting tab, select Options to modify the filter to show items with zero balance or to extend the date range. Select Setup -> Preferences -> Account History to change the user default filters for the accounting tab.
See Client Tab for more information.
Find an Invoice by Client Invoices Tab
- Search for and load the client or prospect.
- Select the Invoices tab.
- Double-click on the invoice number to open the invoice in Policy & Billing.
Invoices are listed in numerical order by default. Select the column headers to sort by date, type, or to display the highest invoice number on top. Select Find Text and enter the invoice number to jump directly to an invoice in the list.
Find an Invoice by Number
- From the Main Menu, select Accounting -> Policy & Billing.
- Select Invoice -> Find Invoice.
- Enter the invoice number and select OK.
Leading zeroes are not required, such as 000002 for invoice number 2. Optionally choose Select By -> Client / Policy to find the invoice using Policy & Billing.
See Policy & Billing for more information.
Find an Invoice by Policy
- From the Main Menu, select Find Policy.
- Enter the policy number and select Search.
- Find the policy number within the list and select Load Policy to open the Policy Dashboard.
- Find the invoice number within the Transactions band. Left-click on the transaction description in the first column to open the invoice in Policy & Billing.
Optionally, the Newton Summer 2018 Update provides a global agency preference to open Policy & Billing directly from the Policy Keyword Search window.
See Policy: Find A Policy for more information.
Find an Invoice Using Reports
If an invoice cannot be found using the steps above, a number of accounting reports can be used to list invoices.
See Report: Invoice Register and Report: Invoice Query for more information.
