Invoices — Overview

Availability

Overview

Invoices screen

It is the initial screen you see after accessing the invoicing module. The screen consists of a grid with select columns which can be frozen, hidden, sorted in ascending or descending order, reordered or their width adjusted.

The Invoices screen has the following controls:

Control	Function
	Create a new invoice
	Filter out invoices by Customer Status Invoice date Due date Projects
	Hide/show columns
	Access invoice settings

Deleting an invoice

To delete an invoice:

1. Hover over the invoice to be deleted.
2. Click More actions .
3. Click Delete.
4. Confirm the deletion.

Exporting an invoice

You can export an invoice to a PDF document. This allows you to share or email it to your customer.

To export an invoice:

1. Hover over the invoice to be exported.
2. Click .
3. Click Export to PDF.

Filters

To filter the list of invoices, use filters. These are accessed via the toolbar -.

There is a fixed set of filters without the possibility to configure it:

• Customer
• Status
• Invoice date
• Due date
• Projects