This article shows you how to locate and open a customer invoice in XSite to review or edit invoice details and then save or print it so you can ensure invoice information is accurate and up to date for billing, payment tracking, and record-keeping.

Before you begin

You must have access to Accounts and Invoices in XSite.

Steps

View an invoice in XSiteIO

1. Go to [Price Book] in the side menu.
2. Select [Accounts], then click [Invoices].
3. Use the Sites dropdown to choose your store location.
4. Select the customer next to the site dropdown.
5. In the Invoice # column, click the blue invoice number.
6. Review or update the Past Due Amount, Discount, Interest on Past Due, or Due Date.
7. Click [Save] or [Print] at the top of the page.

View an invoice in XSite Classic

1. Go to [Accounts] in the side menu.
2. Click [Invoices].
3. Choose your store location from the dropdown.
4. Select the customer to load their invoices.
5. Click the blue Invoice # to open the invoice.
6. Review or update the Past Due Amount, Discount, Interest on Past Due, or Due Date.
7. Click the [Save] or [Print] icon at the top of the page.

Tips & Warnings

• Changes are not applied unless you click [Save].
• Editing an invoice may affect balances and customer statements.
• Interest on past due invoices should match your store’s billing policy.
• If an invoice does not appear, confirm the correct store and customer are selected.
• Printed invoices reflect the most recently saved changes.