The list of invoices
The default list view shows outstanding invoices only. You have a choice of filtering out outstanding, received and all invoices.
The list can be sorted by various conditions, additional options appear when you click on the button with three dots. Also, click Customize view to add or remove data in the list. Whatever kind of customized list you create, make sure to save it as a new default view or as a bookmark to gain access to the list quickly.
If you tick at least one invoice in the list, an additional bar will be displayed with several options:
- Link with a project
- Mark as paid
- Issue a credit note
You can also send the selection as one file or as separate files (just click on Send) and choose a preferred language if your site has more than one active languages.
In addition, you can export invoices in .xls or .csv format, and choose between compact and detailed view.
Hover the cursor over the payer's name in the list and you'll get a preview of the invoice.
Invoices have four status colors.
- Gray – the due date is in the future
- Red – the due date has been missed
- Green – the invoice has been marked as received
- Yellow – the invoice has been received partially
To mark an invoice as received, click on the status and select a date. You can also double click the status, that way the invoice is marked received with today's date.
You can cancel the payment, if needed, by clicking on the paid status (green).
Partial payments can be marked in the invoice view.
If the user role has appropriate rights, users in that role can view or modify invoices of other users, also issue invoices on behalf of others. User role permissions are granted by the site's administrator. Go to Settings > Administration > Roles & permissions to make changes in rights.
Here's more on how to add and modify an invoice.
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