Open an existing invoice

  1. Do one of the following: 

    • From the main FH toolbar, click Invoice.
    • Choose File → Invoicing and Payments → Enter or Update Invoices.

    The Invoice dialog box appears.

  2. At the bottom of the dialog box, click Browse.

    The Query dialog box appears.

  3. Use the dialog box to find and open an invoice record.

    The Invoice dialog box updates with information from the record.

  4. Depending on what you want to do, continue with one of the following.

    To do this See instructions in

    Edit an invoice

    Edit or delete an invoice.

    Delete an invoice

    Edit or delete an invoice.

    Print an invoice

    Print a single invoice.

    Review the history of an invoice

    Review the print and payment history of an invoice.

    Change an invoice's status

    Change an invoice's status to Open without printing.

    Void an invoice

    Void an invoice.

    Lock an invoice

    Lock an invoice.

    Add an invoice item

    Add an invoice item.

    Edit an invoice item

    Edit or delete an invoice item.

    View a late-fee invoice

    View a late-fee invoice.

    Delete an invoice item

    Edit or delete an invoice item.

    Add notes

    Add notes to a record.

    Custom data fields (user-defined fields)

    Add custom data user-defined fields to a record.

    Data in user-defined fields

    Enter custom data in user-defined fields for a record.

    Attachments and


    Add attachments and signatures to a record.

    Review the invoice modification history

    Review the modification history of a record.