Financial invoices generated and posted out of MachShip will be accompanied by either a data file in csv format or a PDF copy of the invoice or both. If you require a copy of these files from the system, they can be downloaded by following the below.
How to navigate to Posted Invoices
Navigate to Finance and select Posted Invoices.
From the Posted Invoices screen, search for your invoice. MachShip has provided a couple of ways to help you narrow down the search using the below filters:
- General Search - When entering any keywords, MachShip will filter through all invoices and bring up ones that have matching keywords.
- Date Search - Select a date range from the left side on the prompt. Depending on which one you choose, you will be able to select the day/dates. Click on Apply to bring up correct data.
Once found, click on the Cog to expand the invoice menu, either Get PDF Invoice or Get CSV Invoice.
Once selected, they will start downloading in the bottom left corner of the screen. To open, click on them or click on the up arrow to show the Save options.