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Sales Invoice Reprint provides a central location to view invoices and credit notes already created in Service Geeni. Invoices and credit notes created through different sales processes are available here, allowing you to review their details and print or download the associated document.
Enable the following user rights to get full functionality:
The Invoices access right in Service Geeni allows users to create and manage customer invoices.
Module Access: Sales Invoice Reprint
Getting There
To open Sales Invoice Reprint:
Open the Finance menu.
Select Sales Invoice Reprint.
Viewing an Invoice or Credit Note
Invoices and credit notes created in Service Geeni are available from Sales Invoice Reprint.
This includes documents such as:
Sales invoices
Sales Invoices that include Sales Order Equipment Deals.
Service contract invoices
Consolidated invoices
Miscellaneous invoice credits
Hire credits
Sales order credits
Use the + (nested grid) button against a record to drill down into its transaction details.
From here, you can review information including:
Nominal code
Transaction details
Transaction values
This allows you to see the nominal code that each invoice line is due to post against.
The Action Tray
The Action Tray lets you:
Edit the Ref number
Download the invoice.
Display the invoice: Once displayed, the invoice can be printed.
Regenerate the report: This is useful when the assigned output (document) has been updated.
Credit Notes
Credit notes are also stored within Sales Invoice Reprint.
For example, a credit note raised against a Sales Order will appear in red in Sales Invoice Reprint.
The credit note can then be downloaded or printed in the same way as an invoice.
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