In this article:
Invoice Runs Overview
Invoice Runs is a very simple concept; it’s a collection of invoices that were all created at the same time. Anytime you Generate one or multiple invoices it will collaborate those invoices into a single run so you can look back at a specific date and time and user name, and see the invoices generated within that date and time.
View Invoice Runs
- Navigate to: Invoice > Invoice Runs. Here you will see all of your Invoice Runs.
- Filter Invoice Runs
- Filter to show Runs by User or Date Range
- If you select a specific run, it will take you to a view of all the individual invoices that were generated at this date and time.
- From here you can select a specific Invoice and make any edits or changes that you please to that specific invoice.
Delete Invoice Runs
- Navigate to: Invoice > Invoice Runs
- Click the Revert icon next to the run you'd like deleted.
- This run will be deleted and your invoices will go back to the GENERATE tab
- If you have clicked on the invoice, deleted the invoice you will see 0 beside that run, which you can then click the Revert button to remove that run.
Video: Invoice Runs
To view a video tutorial about Invoice Runs, click HERE
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