Overview of invoices issued

All issued invoices in the application can be found in the overview of issued invoices, form invoice_issued_list.aspx. In the basic setup, the list is displayed in the left menu Invoicing > List of issued invoices. At the top you will find an option to create a new invoice issued New Record and options to export invoices issued in the application to a .xlsx file, Export Invoices.

You can filter by parameters in the report:

• Agenda - By Agenda
• Entity - By the internal entity that issued the invoice
• Center - By the center that is listed on the invoice
• Order - By the order that is listed in the invoice
• Document type - By document type
• Date limit - According to the date set from - to and the value selection whether the range should include Issued or Paid or Due or Delivered
• State - According to the selected workflow states. To display the statuses, you must either select the agenda in the filter or have the default workflow set in the menu link settings
• Unpaid - The option will only display invoices issued that have not been paid regardless of due date
• Overdue - The option will only show invoices issued that have not been paid and are already overdue

You can also filter and sort the list of invoices issued by column:

• Document type - By document type
• Entity - By the code of the internal entity that issued the invoice
• Invoice number - By invoice number
• Customer code - By customer code
• Customer - By customer name
• Customer ID - By customer ID
• Currency - By invoice currency
• Total excluding VAT - By amount excluding VAT. Filtering supports characters
• Total with VAT - By amount with VAT. Filtering supports characters
• Remaining to be paid - VAT - By the amount remaining to be paid. Filtering supports characters
• Issued - By the date the invoice was issued. Filtering supports characters
• DUZP - By date of DUZP. Filtering supports characters > <
• Maturity - By due date. Filtering supports characters > <
• Centre - By the name of the centre listed on the invoice issued
• Order - By the name of the order listed on the invoice issued
• Through the Calculator icon, you can view the Total line