Introduction
This article will go over the basic functionality available from the sales document grid.
Accessing documents
You can access the sales documents grid by navigating to Financial > Sales Documents. You’ll have access to different views from this screen, available across the top tabs; Invoices, credits, quotations and all (a combination view of invoices, credits and quotations).
![](https://docs.motasoft.co.uk/wp-content/uploads/2022/03/image-4.png)
When accessing each tab, you’ll have an overview of those types of documents, including the value, if they’ve been printed or emailed to a customer, if the document has been posted. For quotes, if the quote has been converted into a jobsheet or sales invoice.
![](https://docs.motasoft.co.uk/wp-content/uploads/2022/03/image-5.png)
Filters
In the top right, there are some additional filters so you can find the documents you’re looking for, including:
- Communication status
- Conversion status
- Posted / not posted
![](https://docs.motasoft.co.uk/wp-content/uploads/2022/03/image-6.png)
Top toolbar
From the top toolbar, you have several options available.
- New: Create a new sales document.
- Edit: Edit the selected sales document.
- Delete: Delete the selected sales document.
- Print: Print the selected sales document.
- Email: Email the selected sales document.
- Post: Post a selected invoice or credit.