The Invoices Screen
Introduction
This screen will give you a full history of the invoices raised by the i-curate system. You will be able to see a key summary including the Invoice No, Created Date, the Order Delivery Date, Order No and the Total Due. You will also be able to view the original order as well as view and download PDF copies of invoices at any time for your own records.
Searching Invoices
You can use the Search box at the top of the Invoices screen to search for any Supplier or Product by name. Start to type in their name and the list will automatically update.
To start the search again, simply hit the grey clear x icon on the right of the search box.
You can also add a date range to narrow down your search.
From the results, click/tap the ‘View Order’ button to go into the full order detail.
The blue icon on the right downloads the invoice.
The download multiple invoices, tick the boxes on the right then click Download.
Summary button will download a spreadsheet of the invoices displayed below.
Viewing the Invoice
Once your order has been delivered and any queries resolved, we will automatically raise an invoice to the system.
The invoice will relate directly to the order and utilises the same data to avoid any confusion.
On the invoice, you’ll see the Delivery Data, Delivery Site, Order No and Delivery Note
No. Each Line Item from the order is then listed with a full breakdown.
The Invoice Totals are at the bottom of the invoice.
The invoice will be available to
download from the Order Details screen.
Reconciling Invoices to Orders
The system will automatically reconcile invoices to orders, as the same order data is used on the Order, Delivery Note and Invoice. This also includes any updates by the Customer Support team, say for example if a credit note is raised.
If you want to check, simply click the blue button and compare and match the information on
the invoice to the information on the order. Check the order contents by clicking/tapping on the grey ‘View Order’ button on the right of the invoice.
Jump to section
At a glance
Searching an Invoice
Invoices > Search box > type key word > select invoice from list
Clear a Search
Orders > Search box > click / tap to clear x button
Download / View Invoice
Invoices > select invoice > Download Invoice / View Invoice
Reconcile Invoice to Order Details
Invoices > select invoice > Download Invoice / View Invoice
Video:
Invoices
Related Guides
Contact us
You can contact the Customer Service team Monday to Fridays on 0333 015 1332 or email us at hello@i-curate.co.uk