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cats:procedures:invoices:pnfreport [2016/10/20 14:45] – jen | cats:procedures:invoices:pnfreport [2022/08/08 18:30] (current) – ↷ Links adapted because of a move operation amanda |
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[{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionsunitscondition.png?|}}] | [{{:cats:procedures:invoices:provisionalsnotfinalized_reportselectionsunitscondition.png?|}}] |
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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**. | 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:deprecated:oldcreateareport]]) 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}}] |
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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. |
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[{{: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 }}] |