Invoices & Bills
- 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
- Adding a new debtor note in an invoice