PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.

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Home > Invoices > Invoices Hub
Invoices Hub

The Invoices hub displays invoice records. The records displayed can be sorted by any of the fields shown. Just click the column heading and the records will sort by that column. Click again and the records are sorted in reverse order. See Customizing the Hubs for more information on how to change the look of the Invoices hub.

You may also select which invoices are displayed, or search for an invoice using the Search box in the upper right corner. Click the down arrow next to the search window box and drag down to the type of criteria you want to use to display or search. Then, type the specific criteria in the search box and press Enter, or select the criteria from the drop-down menu and press Enter.

Double-click a record to open that Invoice. See also: Invoice How To's

Invoice Hub Ribbon

 Icon Name Description
 
Print Print all invoices showing on the hub.
  Export to Excel Export the currently displayed invoices to an Excel file.
 
Refresh Refresh the grid to reflect any database changes that may have occurred.
  Delete
Delete the selected record. This will delete any associated records PERMANENTLY.  Note: You can't delete an Invoice with Payments or Production Orders on them.  See also:  Deleting an Invoice
  Search
Search by Invoice No, Web Order No, Bill-To Name, Invoice Date, Invoice Due Date, Session Date, Invoice Status or Filter.
  Customize Use these options to group, sort, and filter the list. See also: Customizing the Hubs
  Mapping Sort your clients by Heat Mat, Zip Code, or Address.  See also:  myStratus Maps
  Advance Status Update the status of one or more tasks. Note: Task statuses may vary by task type, so tasks must be of the same type in order to update them together.
  Appointment or Session Launch the Scheduling Wizard to create a new appointment or session. See also: Scheduling Wizard
  Client Create a new client. See also: Creating a Client
  Quick Sale Create a new "Quick Sale" invoice that is not related to a client. See also: Quick Sale Invoices
  Task Create a new task.
  Message Create a new email or SMS text message. 


See also


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