Some key areas of the Customer invoicing workspace.

Let’s look at some key areas of the Customer invoicing workspace.

• Summary - This section contains tiles for various types of orders and invoices. Each tile will also display how many orders belong to each category. You can click a tile to open a relating list page. For example, the Shipped but not invoiced sales orders tile shows there are three orders on hold. You can click the tile to see the three orders on hold.

• Filter - The Filter search box allows you to easily find orders and invoices.

• Orders and invoices - Various tabs provide access to various sections of the workbench. Each tab contains any sales orders or invoices relating to the tab. The first tab includes shipped but not invoiced sales orders.

• Links - The Links section is broken into two sections: links relating to invoices and links relating to reports.

• New free text invoice - New free text invoices can be created directly on the Customer invoicing workspace page by clicking the New free text invoice button on the Action Pane.