How to Search for Invoices & Credit Notes Requiring Delivery

To deliver invoices or credit notes you must first find the relevant closed invoices/credit notes by using the fields in the search section at the top of the Billing > Manage Delivery screen. You can also use the search section to find invoices/credit notes that have already been delivered.

When you perform a search in the Delivery screen, the invoices/credit notes that match the search criteria you specify are listed in the list grid section of the screen. You can then select one or more invoices/credit notes and deliver them via the applicable delivery method.

To search for closed invoices and credit notes, follow the procedure below.

How to Search for Closed Invoice/Credit Notes
	Navigate to Billing > Manage Delivery. The Manage Delivery Screen opens.
2.	In the search section at the top of the screen, select or type as much information as possible regarding the invoices/credit notes to be delivered. Country Country to which the agency office that created the job order corresponding to the invoice/credit note belongs. This defaults to the country to which you are assigned. You can select another country from the options in this field in order to search for invoices/credit notes by that specific country. Billing Company Name of the billing company issuing the invoice/credit note. By default, Any Company is selected, indicating that the Delivery screen will list invoices/credit notes issued by any billing company that belongs to the country selected in the Country field (for more information, see above). If you want to list only those invoices/credit notes issued by a specific billing company belonging to the selected country, select the relevant billing company name in this field. Created By Username of the agency user who created the invoice/credit note. If you specify a username in this field, the Delivery screen will list only those invoices/credit notes that were created by the specified user. Debtor Code ID number of the debtor company to which the invoice/credit note is issued. If you specify a debtor code in this field, the Delivery screen will list only those invoices/credit notes issued to the debtor with the corresponding code. Debtor Name Name of the debtor company to which invoices/credit notes are issued. If you specify a debtor name in this field, the Delivery screen will list only those invoices/credit notes being issued to the specified debtor company. Purchase Order No. Purchase order number of the job order to which the invoice/credit note corresponds. If you specify a purchase order number in this field, the Delivery screen will list only those invoices/credit notes that are associated with a job order that has the specified purchase order number. Created Date From Earliest invoice/credit note creation date. If you select a date in this field, only those invoices/credit notes created on the specified date or later will be listed in the Delivery screen. Invoice/Credit Note Date To Latest invoice/credit note issue date. If you select a date in this field, only those invoices/credit notes issued for the specified date or earlier will be listed in the Delivery screen. Invoice/Credit Note No. From Lowest invoice/credit note number to be listed. If you specify an invoice/credit note number in this field, the Delivery screen will list only those invoices/credit notes that have an invoice/credit note number equal to or greater than the specified number. Invoice/Credit Note No. To Highest invoice/credit note number to be listed. If you specify an invoice/credit note number in this field, the Delivery screen will list only those invoices/credit notes that have an invoice/credit note number equal to or less than the specified number. Invoice/Credit Note Type Type of invoice/credit note to be listed. By default, the Delivery screen lists all types of invoices/credit notes. If you want a specific type of invoice/credit note to be listed only, select one of the following options: Timesheet Based Invoice – lists invoices created automatically based on timesheet information only Timesheet Based Credit Note – lists credit notes created based on timesheet information only Non Timesheet Based Invoice (Perm/Service) – lists manual invoices associated with the supply of permanent labour and/or services associated with supply of permanent labour only. Non Timesheet Based Credit Note (Perm/Service) – lists manual credit notes associated with the supply of permanent labour and/or services associated with supply of permanent labour only. Non Timesheet Based Invoice (Vendor/Supplier) – lists manual invoices associated with the supply of labour via a third-party agreement only. Non Timesheet Based Credit Note (Vendor/Supplier) – lists manual credit notes associated with the supply of labour via a third-party agreement only. Job Order ID The Recruitment Manager job order number to which the invoice/credit notes belong. Invoice Batch No. From Earliest invoice batch number within which the invoice/credit note was processed. To list only those invoices/credit notes processed as part of a range of invoice batches, type the earliest batch number within the range in this field. This field applies to timesheet-based invoices/credit notes processed as part of an invoice batch only. Invoice Batch No. To Latest invoice batch number within which the invoice/credit note was processed. To list only those invoices/credit notes processed as part of a range of invoice batches, type the latest batch number within the range in this field. This field applies to timesheet-based invoices/credit notes processed as part of an invoice batch only. Payee First Name First name of the payee (candidate) to whom timesheets associated with a job order that is being invoiced or credited. If you type a payee's first name in this field, the Delivery screen will list only timesheet-based invoices/credit notes where the corresponding timesheet belonged to a payee with the specified first name. You can use leading and trailing wildcards (%) in this field for partial matching on payees' first names. For example, %ann will match names such as Ann, Kerrie Ann and Ann Marrie while ann% will match names such as Ann and Anna. Payee Surname First name of the payee (candidate) to whom timesheets associated with a job order that is being invoiced or credited. If you type a payee's first name in this field, the Delivery screen will list only timesheet-based invoices/credit notes where the corresponding timesheet belonged to a payee with the specified first name. You can use leading and trailing wildcards (%) in this field for partial matching on payees' surnames. For example, %son will match surnames such as Anderson and Furguson while son% will match surnames such as Sonny and Soni. Original Invoice No. Invoice number of original invoice to which a credit note is linked. When a credit note is raised it is linked to the original invoice which it is crediting. If you specify an invoice number in this field, the Delivery screen will list only those credit notes that are linked to the specified invoice number. Delivery Method Invoice/delivery method, as specified on the debtor record. By default, Any Method is selected, indicating that the Delivery screen will list invoices/credit notes regardless of the preferred delivery method of the debtor company to which an invoice/credit note is being issued. If you want to list only those invoices/credit notes where the associated debtors have a specific preferred delivery method, select the relevant delivery method in this field. Delivered When a blue tick is displayed, indicates that the Delivery screen will list only those invoice/credit notes that have been flagged as delivered. When blue shading is displayed, indicates that the Delivery screen will list invoice/credit notes that have been delivered and those that are currently in the closed status and are therefore yet to be delivered. When no tick and no blue shading is displayed, indicates that the Delivery screen will list only those invoice/credit notes that are in the closed status and are therefore yet to be delivered. You can toggle between these states by clicking on the field. Delivered Date From Earliest date on which an invoice/credit note was delivered. To specify a date, click within the field and use the calendar control to select the date. This field is unavailable unless the Delivered field is ticked. Delivered Time From Earliest time of day at which an invoice/credit note was delivered. To specify a time, click the field and select the relevant time from the list of options. This field is unavailable unless the Delivered field is ticked. Delivered Date To Latest date on which an invoice/credit note was delivered. To specify a date, click within the field and use the calendar control to select the date. If a date is specified in the Delivered Date From field, the date in this field must be a later date. This field is unavailable unless the Delivered field is ticked. Delivered Time To Latest time of day at which an invoice/credit note was delivered. To specify a time, click the field and select the relevant time from the list of options. If a time is specified in the Delivered Time From field, the time in this field must be a later time. This field is unavailable unless the Delivered field is ticked. Delivered By Username of the agency user who delivered the invoice/credit note, thereby setting the Delivered flag on the invoice/credit note. You can use leading and trailing wildcards (%) in this field for partial matching on payees' usernames. For example, %smith will match usernames such as BSmith and TSmithfield while b% will match usernames such as BAnderson and BSmith. This field is unavailable unless the Delivered field is ticked.
3.	Click Search. The invoices/credit notes matching your search criteria are listed in the result list.