User Manual

Invoices

The CRM -> Invoices section contains a list of all invoices, quotations, and order confirmations.

This page allows:

  • creating and editing invoices,
  • seeing the details and payment statuses of invoices,
  • filtering and exporting invoices.

Jump to:

  1. Tips and tricks.
  2. How to send a Quotation, an Order Confirmation, or an Invoice?

Tips and tricks

  • Click Create to add a new invoice.
  • Click Choose columns to choose which columns to display.
  • Drag the columns to rearrange them.
  • The table can be searched and filtered (see Usage tips for wildcards).
  • It is also possible to create an invoice without a relation to a Customer Order.