Availability
Overview
Birdview comes with an invoicing module, which allows you to create, edit, preview and download invoices as a PDF document for further processing (print out or email to a client).
In this article
Warning
To access the invoice module, you'll need the "Manage invoices" global permission in your access level in addition to "Access billing information".
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
|
|
| Hide/show columns | |
| Access invoice settings |
Deleting an invoice
To delete an invoice:
- Hover over the invoice to be deleted.
- Click More actions
.
- Click Delete.
- 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:
- Hover over the invoice to be exported.
- Click
.
- 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