The purpose of the Invoice Search Page is for you to bring up invoices that you've already created. To access, click Accounting on the top menu, then Invoice Search.
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Also, if your customer wants a statement of all their open invoices and credits, you can access their statement from clicking the currency icon on the right and you can use the send documents modal to email, print, or download the statement. You will also be able to write notes within the Activity Log by clicking the blue list icon on the right. The links within these columns will take you to the Invoice Search Page where you can see exactly where these numbers are coming from. Next to those columns, you will see columns such as 1-15 and 16-30 indicating the number of days your customers are past due. In the Collection Summary, you will see the list of your customers, their credit limit, total open, and total current. It will also help you keep track of touches with your customers and keep notes of the conversations that you've had and attempts you've made to collect from them. The Collection Summary will be viewed as an aging report displaying all of your customers and where they are in their payments to you. To access, click Accounting on the top menu, then Accounts Receivable. Once you download or email the invoice, it will be taken off of the Invoice Delivery List and go to Invoice Search. On the right, click on the blue mail icon and a modal will show for you to check off any additional documents and attachments. You are also able to send additional documents with your invoices. You can filter by the delivery method by using the Advanced Search. If you email the invoices they will be emailed to the accounting contact on file for that customer and if you choose to download the invoices, they will be downloaded to your desktop as a pdf. If a POD or BOL is required and not yet attached, a red triangle icon will show. The Invoice Delivery Screen is where you send your invoices from.You can either email or download the invoices. To access, click Accounting on the top menu, then Invoice Delivery. To remove a shipment from the Variance List, you will have to click either Approve and Create Invoice or Do not Invoice.
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You can access this by clicking on the list icon on the right side or by going into the Shipment Profile and clicking Activity Log. The best way to review a shipment is to see its activity log. Typically, you want to move shipments that have a negative margin or shipments that you want to review further before you invoice them. The AR Variance List is a page you can move shipments to before you invoice them. To access, click Accounting on the top menu then AR Variance list.
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If you want to review a shipment further and get it off the creat invoice screen, you can move it over to the variance list. If you want to create multiple invoices, check off the respective shipments. If you see something that needs to be changed, you can click on the link or click the pencil icon on the right. If you do not see a check mark in the Auto Validated column, it means that there might not be a margin on the shipment or that pricing was changed manually.
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If a POD or BOL is required and not yet attached, a red triangle icon will show. Listed below are the shipments ready for you to invoice.
![accounts receivable quickbooks tutorial accounts receivable quickbooks tutorial](https://www-assets.youneedabudget.com/blog/2014/01/2014-01-14_1147-300x70.png)
When a shipment is delivered, the accounting process begins. To access, click Accounting on the top menu, then Create Invoices.