Working with the table of invoices
The Finance > Invoices page contains all created invoices. Here you can change the data in the table and filter invoices by various parameters.
Filters on the Invoices page
You can filter all created invoices by the following characteristics:
Period (select the invoice date) - the filter allows you to display invoices that were issued in the selected time period. This can be a specific day, week, month, or an arbitrary period.
Issue date - displays invoices by the date they were issued in the system, regardless of when they were issued to the customer.
Due date - the filter helps to find invoices whose validity period falls within the selected time interval. This is useful for tracking invoices that will soon become obsolete.
Status - allows you to filter invoices by their current status.
Client - allows you to find invoices that were issued to a specific client. This is useful for viewing the history of invoices with a particular person or company.
Payer - used when an invoice is issued to one customer, but the invoice is paid by another person or organization. The filter helps you find invoices by a specific payer.
Manager - allows you to select invoices that were created or issued by a specific manager. This is useful for analyzing the work of individual employees.
Setting up a table on the Invoices page
Using the table settings, you can select which columns will be displayed in the invoice table and remove unnecessary ones.
You can export the table to your PC as an Excel file. To do this, click Actions and select Export. Please note that the table will be exported according to the specified filters.