cats:procedures:invoices:pnfreport

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cats:procedures:invoices:pnfreport [2016/10/20 14:40] jencats:procedures:invoices:pnfreport [2017/12/19 03:21] – external edit 127.0.0.1
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 [{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionsunitscondition.png?|}}] [{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionsunitscondition.png?|}}]
  
-Select you report filters. Next, choose your report columns and orders using the **Select Columns** and **Select Orders** buttons from the top menu barPress **Continue**. +Select your report filters. Next, choose your report columns and orders using the **Select Columns** and **Select Orders** buttons from the top menu bar (for help with columns see wiki page [[cats:procedures:createareport|]]) Press **Continue**. 
 [{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionscontinue.png?|Select columns and orders}}] [{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionscontinue.png?|Select columns and orders}}]
  
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 [{{:cats:procedures:invoices:provisionalsnotfinalized_report1.png?|Provisionals Not Finalized Report}}] [{{:cats:procedures:invoices:provisionalsnotfinalized_report1.png?|Provisionals Not Finalized Report}}]
  
-If you notice an invoice that should be final on you report, you will need to finalize the invoice. See wiki for [[cats:procedures:invoices:updateinvoice|]] This takes a proforma/provisional invoice and creates a new final invoice. The provisional balance is moved to the final invoice and the invoice is removed from the Provisionals Not Finalized report. +If you notice an invoice that should be finalized on your report, you will need to finalize the invoice. See the wiki on [[cats:procedures:invoices:updateinvoice|Finalizing Invoices]]This takes a proforma/provisional invoice and creates a new final invoice. The provisional balance is moved to the final invoice and the invoice is removed from the Provisionals Not Finalized report. 
  
 [{{:cats:procedures:invoices:provisionalsnotfinalized_report2.png?|After you finalize the invoice, the invoice is removed from the provisionals not finalized report }}] [{{:cats:procedures:invoices:provisionalsnotfinalized_report2.png?|After you finalize the invoice, the invoice is removed from the provisionals not finalized report }}]
  • cats/procedures/invoices/pnfreport.txt
  • Last modified: 2022/08/08 18:30
  • by amanda