Invoice Module Overview
The invoice module allows you to search, filter, and manage all invoices in ABOSS. You can export your current selection to an Excel or PDF file for a comprehensive overview of your finances.
Table of Contents
Invoice Items
Searching and Filtering Invoices
Ordering Your Invoices
Plus and Minus Sections
Creating a New Invoice
Setting the Invoice Due Date
1. Invoice Items
Each invoice is displayed as an item in the list on the left side. Basic details are visible here, including:
Status: Orange indicates 'Sent,' green indicates 'Paid,' and partial payments are shown as a percentage in an orange box.
Project, Client, Date, Invoice Number, and Total Amount: Easily view key invoice information at a glance.
2. Searching and Filtering Invoices
Use the search bar to find invoices by invoice number, client company, or client name. To refine your search, click the filter button (indicated by the filter icon). Filters include date, status, and options to display either the total amount or the total due amount.
3. Ordering Your Invoices
You can organize your invoices by various criteria, such as invoice number, invoice date, event date, project, status, due date, or amount. To reverse the order, click the selected value again. If you choose event date or due date, that date will be displayed in the invoice item.
4. Plus and Minus Sections
Within the invoice module, you’ll find two sections:
Plus (+) Side: Displays outgoing invoices sent from ABOSS.
Minus (-) Side: Shows incoming invoices added and tracked in your ABOSS environment.
For more information on these sections, refer to this article.
5. Creating a New Invoice
To create a new invoice, click the blue '+' icon next to the search bar. This will generate a new invoice and display it for editing.
6. Setting the Invoice Due Date
The default due date for invoices is 14 days. To adjust the due date, see this article for instructions on customizing it.
