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  3. Invoices & Bills

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Invoices & Bills

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  • Invoice calculations
  • Filter the invoice list
  • Search for an invoice
  • Listing views or sorting of invoices
  • Deleting an invoice
  • Modifying the number or date of an invoice
  • Invoice and credit notes security matrix
  • Opening an invoice
  • Project invoices
  • Project invoices overview
  • Filtering for Invoices
  • Searching for invoices
  • Modifying the number or date of an invoice
  • Opening an invoice
  • Adding an invoice
  • Organization invoices list
  • Invoice list overview
  • Creating the invoice document
  • Invoice documents
  • Viewing who the document is shared with
  • Sharing and emailing the invoice document
  • Resetting the layout of an invoice
  • Uploading a new DOCX invoice
  • Downloading the invoice as a PDF or DOCX
  • Creating the invoice document overview
  • Invoice documents
  • Invoice documents overview
  • Debtor note details
  • Hiding notes (Making notes inactive)
  • Adding a new debtor note in the project portal
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