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The invoices & credits main screen
The invoices & credits main screen

See all of the invoices on your system that need your attention, and historic data.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Invoices & Credits is a central location for all invoices and credits created on your system. Use this screen to see a list of all of the invoices and credits created over the lifetime of your Current RMS system. 

Get started

To access your Invoices & Credits, head to Opportunities > Invoices & Credits from the menu bar.

You’ll see a list of all live invoices & credits. 

  • Live invoices and credits have the status open or issued. 

  • Inactive invoices are those that are paid, posted, or voided. The default view hides these to allow you to focus on the ones that need your attention.

Invoice statuses

  • Open
    An open invoice or credit is a draft. It doesn’t have a number and isn’t final so you have the option to delete it if you wish.

  • Issued
    An issued invoice or credit has a number and is deemed final. You can’t delete an invoice or credit at this point, but you can edit, void, or credit it.

  • Paid
    If your Current RMS system isn’t linked to an accounts solution, clicking “Mark as paid” from the invoice or credit page will mark it as paid. 

  • Posted
    If you’re integrated with Xero or QuickBooks Online, an invoice or credit will be marked as posted once you’ve posted it across to your cloud-based accounts solution. 

  • Voided
    An issued or posted invoice can be voided meaning that it’s no longer valid. Your reporting figures will be adjusted accordingly. 

Search the view

Use the search box at the top to search the invoices & credits on your system. You can search by:

  • Invoice or credit subject

  • Organization against the invoice or credit

  • Invoice or credit number

Filter the view

To see inactive invoice & credits and access other filtering options, click View: Live to bring up the view menu.

Choose Filter selection to bring up common filtering options and hit Update to apply these to the default view.

Further filter using advanced criteria by creating a custom view: click the green create button to get started. See: See and sort your data with custom views

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