What functions can be performed in the invoice table?
Managing invoices efficiently within the platform.
This guide offers essential insights into managing invoices efficiently within the platform. It highlights how to navigate the Invoices Table, filter invoices by date and status, and export data for further analysis. By following these steps, users can streamline their invoicing process, ensuring better organization and quick access to important financial information. Viewing this guide will enhance your ability to handle invoices effectively, saving time and improving accuracy.
Navigate to Invoice Table:
1. Click on "Documents" on the Menu
2. From the dropdown, select "Invoices". This will open the Invoices Table, where you can search for documents and customers, as well as filter by date and invoice status.
3. In "Advanced Filter", select the desired dates and click "Apply". The invoices will then be filtered for the specified date range.
4. Click on the Status Filter to search for invoices that have been sent to a Collection Specialist, retracted from a Collection Specialist, marked as Paid, or remain Unpaid.
5. Use the dropdown next to "Rows per Page" to choose the desired pagination. To export the data, click "Export XLS", and an Excel spreadsheet of your selection will be downloaded to your device.
Navigate to Invoice Table:
1. Click on "Documents" on the Menu
2. From the dropdown, select "Invoices". This will open the Invoices Table, where you can search for documents and customers, as well as filter by date and invoice status.
3. In "Advanced Filter", select the desired dates and click "Apply". The invoices will then be filtered for the specified date range.
4. Click on the Status Filter to search for invoices that have been sent to a Collection Specialist, retracted from a Collection Specialist, marked as Paid, or remain Unpaid.
5. Use the dropdown next to "Rows per Page" to choose the desired pagination. To export the data, click "Export XLS", and an Excel spreadsheet of your selection will be downloaded to your device.