Customer Explorer Customer Tree Options & Activities Invoices Invoices Right-Click Options
Customer Tree Options & Activities
Right-clicking on the Invoices tree option will display a list of three options; New Invoice, Create Cycle Invoice Now, and Refresh.
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. Follow the link for detailed instructions on how to Cycle a Single Customer located in the Accounts Receivable section of SedonaOffice Help.
Refresh - Selecting this option will refresh the Invoice list displayed in the Active Pane.
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