This section of Arranging Director allows you to export invoices for your Trade Accounts.
Navigate to Arranging Director > Financials > Trade Invoices and Statements.
- Choose your date range for the trade accounts you want to view
- Enter a payment due date
- You can also choose how many entries are showing by adjusting the number for ‘Show _ entries’
- You can use the search bar to to search for a particular account
- Check the box for the trade account you want to print an invoice for, or you can also check the ‘All’ button if you are printing them all.
- Click ‘Create Selected Trade Account Invoices’. Your selected invoices will open in a new tab.
Other Information:
Create Trade Service Contract Click Here
Trade Account Payments Click Here
Need more help with this?
Don’t hesitate to contact us here.