Invoice groups generated in Procountor can be searched on the Invoice groups view, where the group names can also be changed, and the groups can be set as passive or active. Invoice groups are generated from, for example, invoices created through group invoice function and salary lists.
Invoice groups view is found in Registers > Invoice groups.
Search criteria
All invoice groups consisting of invoices can be searched by clicking on Search groups button in upper left corner (when no search criteria are defined, Invoice is selected as Group type by default) or define search criteria before clicking on Search groups:
- Name: Search is done based on the invoice group name. Also only a part of the name can be entered in the field and the search can be specified with * and ? symbols. * symbol equals to any character string (including blanks) and ? symbol equals to any single symbol.
- Group types: Options are Invoice and Salary, of which one or both can be selected. If no selections are made before clicking on Search groups, Invoice is selected as Group type by default.
Search results and editing groups
Invoice groups are listed in search results so that group name, type (invoice/salary) and status (active/passive).
Editing group name
- Activate the name column on the row of the group you want to edit.
- Enter the new name into the Name column.
- Save changes by clicking on Save.
After the group name has been changed, the new name is shown instead of the old name in Invoice group search criterion’s menu in Receipt search.
Setting group as passive / active
- Activate Status column on the row of the group you want to edit.
- Select option Active or Passive from the Status menu, depending on whether the group is supposed to be set as passive or active.
- Save changes by clicking on Save.
Passive invoice groups are not shown in Invoice group search criterion’s menu in Receipt search. Invoices belonging to a passive group can still be searched otherwise normally, just not using invoice group as search criterion.
