Help centre · Accounts
What is the Sales Invoices page for?
Open this screen in Saral/accounts/sales
Every sales invoice and credit note the group has raised, across all its Xero organisations, in one list. The totals at the top say what was invoiced, paid, outstanding and overdue for the period in view; the filters cut the list by organisation, project, status, customer and dates; a row opens the invoice's preview. It reads what the Xero sync holds — nothing on this page writes to Xero. You enter: The period — a quick pick (last 12 months, this month, last month, this year) or your own dates — and the filters: organisations, projects and their status, statuses, customers; A search term: invoice or credit-note numbers, references, customers, projects, organisations or amounts — typing lists the newest matches across the group, Enter applies it to the whole list; How the list is grouped (customer, month, status, organisation, project) and how it is sorted and paged. Saral fills: The invoices and credit notes themselves, with organisation, number, dates, customer, project, total, paid, due and status, from the Xero sync — and when it last ran; Total Invoiced (after credit notes), Paid, Outstanding and Overdue for the period and filters in view; a total that could not be built says so rather than showing zero; Per-group subtotals when the list is grouped, the overdue tone on each row, and a door from each customer to their card. It produces: The list as a CSV, a PDF or an email, with the filters applied; A door to Project Analysis (sales by project by month) for someone with the project reports permission and subscription. Where the settings live: The invoices come from the Xero sync, scheduled and connected on Settings → Xero; the gear in the header opens it. Which projects are live or closed is a Projects fact. Customer records, and how the group's customer contacts are merged into one record each, are on Accounts → Customers and Accounts → Contacts Harmonisation. Chasing overdue customers is on Aged Receivables, and the monthly aged-receivables email is on Accounts → Settings → Scheduled Packs.
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