Customer Explorer Customer Structure Functions Site Tree Right-Click Options Invoices
Customer Structure Functions (continued)
Site Tree Right-Click Options (continued)
When highlighting the Invoices menu option, the Active Pane will display a list of all Invoices created for the Site. Right-clicking on the Invoices menu option will display a list of the following options: New Invoice, Create Cycle Invoice Now and Refresh.
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New Invoice – A new Miscellaneous Invoice may be created by selecting this option. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
Create Cycle Invoice Now – This option allows the User to generate a Cycle Invoice batch for this one customer. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
Refresh – Selecting this option will refresh the Invoice list displayed in the Active Pane.