Sales Invoices in Heeros Link view
Incomplete view displays the sales invoices that have been received in Link and sent to Opentext, but have not yet been archived. Sales invoice archives are retrieved from Opentext (formerly Liaison) every 1-2 hours. If an archive copy is not generated for some reason, such as on the same day, please contact Heeros application support.
Awaiting for users Action view displays the sales invoices that are awaiting manual actions by the user. The view also shows payment reminders and collection invoices that require manual processing.
- A payment reminder invoice can be identified by the red envelope on the line.
- A collection invoice can be identified by the red flag on the line.
In this view, you can also send invoices retrieved from another system, remove invoices from Heeros Link, or define a customer database to be used for storing archive copies for a new invoicer's material for the first time.
Awaiting Archiving view displays the archive copies of sales invoices that have not been automatically forwarded for some reason. The archive copies remaining in the view must be manually processed by directing them to the correct Heeros Archive.
All view displays a list of all customers whose sales invoices have been sent to recipients through the respective Heeros Link.
- The invoice list is displayed by default in the order of transmission.
You can change the order of invoices by clicking on the desired column's (Created, Sent, Archived, Invoice Number) sorting (up and down arrows). - The green V-letter in front of the invoice indicates that the invoice has been generated in Heeros' sales invoicing program.
- More detailed information about an individual customer's invoices can be opened for viewing by clicking on the creation date of the customer's invoice.