Issued Invoices – Overview and Management
This module allows you to view, search, create, edit and delete all issued invoices in the system. Each document type has its own tab with specific functions.
All Invoices
- Displays all issued invoices in the system.
- Allows filtering, searching, editing and deleting invoices.
- Click the invoice number to open a detailed view.
- Fiscalisation and eInvoice statuses are clearly indicated.
Non-fiscalised Invoices
- Displays invoices that have not been fiscalised (not sent to the Tax Administration).
- Allows bulk sending of all non-fiscalised invoices.
- Quick check of fiscalisation status and amounts.
Open Invoices
- Displays all open (not yet closed) invoices.
- Allows filtering, editing and deleting open invoices.
- Quick search by number, customer, employee and note.
Customer Quotes
- Displays all quotes issued to customers.
- Allows filtering, searching, editing and deleting quotes.
- Detailed status view and the ability to send quotes by e-mail.
Supplier Purchase Orders
- Displays all purchase orders to suppliers.
- Allows filtering, searching, editing and deleting purchase orders.
- Detailed status view and the ability to send purchase orders by e-mail.
Work Orders
- Displays all work orders (services).
- Allows filtering, searching, editing and deleting work orders.
- Detailed status view and the ability to send work orders by e-mail.
Vehicles – Work Orders and Quotes
- Displays work orders and quotes for vehicles.
- Allows filtering, searching, editing and deleting documents.
- Detailed view of status, fiscalisation and the ability to send by e-mail.
Export to Excel
- Allows exporting all displayed invoices, quotes or work orders to an Excel file.
- Exported data includes all relevant information for further processing.
Tips and Notes
- For quick searching, use the filters above each tab's table.
- To return to the document list, use the menu or breadcrumbs at the top of the page.
- Before deleting, verify your permissions and the safety of the action.
- All actions are available only to logged-in users; advanced actions are limited to administrators.
- For additional information or help, contact your system administrator.