Sales Invoices makes it easy to manage all your outgoing invoices in one place. You can upload or create invoices, quickly find the invoices you need, and take actions like sending invoices to customers, collecting payments, marking as paid, and attaching documents or comments to them. This guide will give you an overview of the key features of the app to help you get started.
Opening Sales Invoices
Open the app via your favourite apps on your home page or via the app launcher at the top-right of your screen.
Creating an invoice
Create your invoices directly on the platform and enjoy other features like automatically calculating VAT and discounts.
Uploading invoices
If you're creating invoices outside the platform, you can upload them to the app.
Quick filter tabs
By default, all invoices will be displayed when you access Sales Invoices. You can click on the other tabs to view only the invoices in review, the unpaid invoices or the invoices in the bin.
Customising columns
You can decide which columns to display in Sales Invoices by clicking on Columns then selecting what you want to see and applying the changes. Next time you'll open Sales Invoices, the custom columns you selected will be displayed.
Invoice actions
For invoices uploaded in the app, a number of actions are available. You can select one or multiple invoices to see the actions bar and choose what to do with those selected invoices.
Actions are also available by clicking on the three dots in the Actions column for individual invoices.
💡 Need help with Sales Invoices?
A product tour is available in the app to help you get started.
If you're not logged in, the link will guide you to the login screen. After logging in, you'll find the product tour in the messenger at the lower right corner.
FAQ
What types of files can I upload as invoices?
You can upload e-invoices in XML (UBL) as well as invoices in PDF, PNG, or JPEG format. If you have invoices in other formats, you'll need to convert them to one of these supported file types before uploading.
Can I upload multiple invoices at once?
Yes, you can upload multiple invoices at the same time by selecting all the files you want to upload and dragging and dropping them into the upload area.
How do I edit the information on an uploaded invoice?
To edit an invoice, click on the invoice in the list to open its details page. From there, you can click the Edit button to modify the invoice information. E-invoices cannot be edited.
How do I know if an invoice has been paid?
Invoices show a status (unpaid, partially paid, or paid) in the invoice list and on the invoice details page. Using the payment services will automatically update the status of an invoice. If you don't use the payment services, you'll be able to manually mark invoices as paid or will not be paid.
What's next?