Once you have created an invoice (of any type; full, partial or delivery) or credit note the invoice/credit number and transaction date will be stored in your list of invoices.
Saved invoices can be re-opened and re-printed under your Invoices tab. This can be found in two places:
Customer List > Invoices tab
- From EQ's main toolbar click the Customer List icon.
- Locate the customer you are searching for using either the Find or Filter boxes on the left:
- In the lower section of the screen select the Invoices tab:
- Right-click on the Inv. No. number to show a menu of actions:
- When you click Edit/Reprint you can make some adjustments such as the date, and show/hide company logo.
- Click Print to print, preview, create a PDF invoice (that can be saved into the customer folder) or email directly a PDF.
Projects > Invoices tab
The Projects screens are only available in EQ Professional. EQ Foundation users should use the Customer List screen instead.
- On the main EQ toolbar click the arrow under Project Lists and select Invoices > Invoices (All)
- The list of invoices and credit notes opens with the most recently created at the top.
- Locate the invoice you need either by using the Find box of Filter button on the left.
- Right-click on the Inv. No. number to show a menu of actions:
- When you click Edit/Reprint you can make some adjustments such as the date, and show/hide company logo.
- Click Print to print, preview, create a PDF invoice (that can be saved into the customer folder) or email directly a PDF.