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
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
Warning
To access the invoice module, you'll need the "Manage invoices" global permission in your access level in addition to "Access billing information".