# Invoice Book

### **Module Guide: Invoice Book**

#### **Module Location**

#### Accounts Receivable > Invoice Book

#### **Module Objective**

#### The **Invoice Book** module serves as a reference book or directory that displays a list of customers who are associated with invoices. This module is an **inquiry tool** that allows users to quickly find basic information about customers who have transactions.

### **1. Main View (Invoice Book List)**

#### The main page of this module is a list that displays all customers along with their contact details.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/TNximage.png)

#### **View Explanation & Filters**

#### This page is designed to make searching for customer data easy.

<div _ngcontent-ng-c1983652482="" class="chat-history-scroll-container" id="bkmrk-customer-filter%3A-you" style="text-align: justify;"><div _ngcontent-ng-c1983652482="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c291983479=""><div _ngcontent-ng-c1247368977="" class="response-container ng-tns-c1247368977-296 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c1247368977="" class="presented-response-container ng-tns-c1247368977-296"><div _ngcontent-ng-c1247368977="" class="response-container-content ng-tns-c1247368977-296 is-mobile has-thoughts"><div _ngcontent-ng-c291983479="" class="response-content ng-tns-c1247368977-296"><div _ngcontent-ng-c3104857177="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Customer Filter**: You can search for a specific customer using the **Customer Code** search bar at the top.
- #### **Category Filter**: There is also an **Item Category** filter that allows you to filter customers based on the category of products they purchase (e.g., FINISHED GOOD).
- #### **Customer List**: The table below displays the search results, complete with contact details.

</div></div></div></div></div></div></div></div>#### **Column Explanation**

<div _ngcontent-ng-c1983652482="" class="chat-history-scroll-container" id="bkmrk-customer-code%3A-the-u" style="text-align: justify;"><div _ngcontent-ng-c1983652482="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c291983479=""><div _ngcontent-ng-c1247368977="" class="response-container ng-tns-c1247368977-296 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c1247368977="" class="presented-response-container ng-tns-c1247368977-296"><div _ngcontent-ng-c1247368977="" class="response-container-content ng-tns-c1247368977-296 is-mobile has-thoughts"><div _ngcontent-ng-c291983479="" class="response-content ng-tns-c1247368977-296"><div _ngcontent-ng-c3104857177="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### **Customer Code**: The unique code for each customer.
- #### **Customer Name**: The official name of the customer.
- #### **Address**: The address of the customer.
- #### **Phone / Fax**: The customer's phone and fax numbers.

</div></div></div></div></div></div></div></div>### **2. Workflow &amp; Business Process**

#### This module is **read-only** or for viewing data only. You cannot create, modify, or delete customer data from here.

<div _ngcontent-ng-c1983652482="" class="chat-history-scroll-container" id="bkmrk-use-the-filters-at-t" style="text-align: justify;"><div _ngcontent-ng-c1983652482="" class="conversation-container message-actions-hover-boundary ng-star-inserted"><div _ngcontent-ng-c291983479=""><div _ngcontent-ng-c1247368977="" class="response-container ng-tns-c1247368977-296 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c1247368977="" class="presented-response-container ng-tns-c1247368977-296"><div _ngcontent-ng-c1247368977="" class="response-container-content ng-tns-c1247368977-296 is-mobile has-thoughts"><div _ngcontent-ng-c291983479="" class="response-content ng-tns-c1247368977-296"><div _ngcontent-ng-c3104857177="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr">- #### Use the filters at the top to quickly find a customer's contact information or address based on their code or name.

</div></div></div></div></div></div></div></div>### **Tips &amp; Important Notes**

<div _ngcontent-ng-c1983652482="" class="chat-history-scroll-container" id="bkmrk-this-module-is-a-use"><div _ngcontent-ng-c1983652482="" class="conversation-container message-actions-hover-boundary ng-star-inserted" id="bkmrk-this-module-is-a-use-1"><div _ngcontent-ng-c291983479=""><div _ngcontent-ng-c1247368977="" class="response-container ng-tns-c1247368977-296 response-container-with-gpi is-mobile ng-star-inserted response-container-has-multiple-responses" jslog="173900;track:impression,attention"><div _ngcontent-ng-c1247368977="" class="presented-response-container ng-tns-c1247368977-296"><div _ngcontent-ng-c1247368977="" class="response-container-content ng-tns-c1247368977-296 is-mobile has-thoughts"><div _ngcontent-ng-c291983479="" class="response-content ng-tns-c1247368977-296"><div _ngcontent-ng-c3104857177="" class="markdown markdown-main-panel stronger enable-updated-hr-color" dir="ltr" id="bkmrk-this-module-is-a-use-2">- #### This module is a useful search tool for the **Accounts Receivable (AR) team** to get customer contact information quickly.
- #### The **Item Category** filter can be useful for analyzing the customer base based on the types of products they purchase.
- #### If you need to change or add new customer data, you must do so through the **4. Sales Module**

</div><div _ngcontent-ng-c291983479="" class="response-footer is-mobile gap has-thoughts complete"></div></div></div></div><div _ngcontent-ng-c1247368977="" class="response-container-footer ng-tns-c1247368977-296"><div _ngcontent-ng-c1962545484="" class="actions-container-v2 ng-tns-c1962545484-300 mobile"></div></div></div></div></div></div>