Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Mass Management of Invoices

You can edit/import to/export/de-duplicate several invoice records at once. This is useful when you are updating or altering details that are common to a set of invoice records. For example, you may have several invoices that are assigned to different staff members but would like to reassign them to a single person.

Tip: If you want to update the details of a single invoice record: Open the 'Invoice List', click the invoice name then click the 'Edit' button. See 'Manage Invoices' for more details.

The interface allows you to:

• Edit invoice records

• Delete invoice records

• Import / export invoice records

• Find duplicates

Edit common details of several invoices

• Click 'All' > 'Invoice' (under 'Marketing and Sales') to open the 'invoice List' interface

• Select the invoices to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Invoice' pop-up will appear:

This interface contains four tabs:

• Invoice Details – Allows you to specify subject, contract name and more. See this table for descriptions of the fields in the 'Invoice Details' tab.

• Address Details – Allows you to enter the values for billing and shipping addresses. See this table for descriptions of the fields in the 'Address Details' tab.

• Terms & Conditions – Allows you to provide a common 'Terms & Conditions' for the selected invoices.

• Description Details – Allows you to enter a common description for the selected invoices.

Click 'Save'.

Delete invoice records

Invoice records that are no longer required can be removed.

• Click 'All' > 'Invoice' (under 'Marketing and Sales') to open the 'Invoice List' interface

• Select the invoices to be deleted

• Click 'Actions' and choose 'Delete' button.

• Click 'Yes' in the confirmation dialog to remove the record(s)

Import / export Invoice Records

Export:

• Click 'All' > 'Invoice'

• (Optional) Select the invoices you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records or all records

• Click 'Export Invoice'.

• Invoices are exported in .csv format

Import:

• Click 'All' > 'Invoice'

• Click 'Actions' > 'Import'

• Browse to the file containing your invoice records

• Specify the format of your file

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

Find duplicates

You can find duplicates from multiple invoice records at once.

• Click 'All' > 'Invoice' (under 'Marketing and Sales') to open the 'Invoice List' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the invoice related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields as indicating a duplicate.

• Click 'Find Duplicates'

The 'Duplicate Invoice' page will be displayed.

• To delete a duplicate invoice record, select it and click the delete button on the top left.

• To merge duplicate records, select them in the 'Merge Select' rows and click 'Merge'

The 'Merge Records' dialog will be displayed:

• The selected 'Record #' is the primary record. Select other record to change the primary record

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Invoice List' page as per the selected column values.