To display the outgoing invoices created, select Organisation > Invoices.

The tabular overview of all outgoing invoices can be filtered using the worklist so that the desired information is always displayed.

The columns "Last e-mail recipient" and "Last e-mail time" tell you directly when and to whom the document was last sent by e-mail.

You can find out the posted status in financial accounting via the "Posted" column or via the "Posting number" column. The latter has the advantage that you can jump directly to the posting by clicking on the posting number.

There are several function buttons below the table. As long as you have not selected a line with an invoice, only Add (1) is active, which opens an empty form and allows you to create an invoice. More on this later.

Once one or more lines have been selected, the other buttons can be used.

Edit (2) opens the editing screen for the invoice.

Delete (3) deletes the invoice. If it has already been posted, a simple cancellation is generated for financial accounting.

Duplicate (4) creates a copy of the selected invoice, which opens immediately for processing. The Mass duplicate entry, on the other hand, creates a copy of the selected invoice for each of the contacts selected in the following window. Please also note the other default settings under Organisation > Master data > Billing settings.
The other entries New order and New offer use the invoice data as a template for a new upstream process element.

Multibutton (5) offers various functions

You can use the various export functions to save the selected objects in the respective format.

The voucher files of the selected invoices are transferred to Teamwork via Teamwork upload. If a corresponding voucher file already existed there, it is versioned.

Print missing vouchers generates voucher files for the selected invoices. This allows you to quickly

To merge several invoices into one large voucher, select Merge invoices. Select several invoices that have neither been posted nor finalised. As with merging contacts, the differences between the two outgoing invoices are compared in a table and can be selected for transfer or added together (as in the case of invoice items). After merging, the invoice labelled as a duplicate is merged into the original invoice.

Items from the selected invoice can be moved to a new invoice via Split invoice. The invoice from which the items are taken must not have been posted or finalised.

Create recurring invoice copies the data of the selected invoice into a recurring invoice, which can then be processed further.

The posting is triggered with Post (6); several invoices can also be selected. An invoice can only be posted if a document has been created in advance. Depending on the configuration, it must also be fixed.

Documents for customers (7) calls up the document overview for the customer of the selected invoice.

The transaction overview (8 ) mirrors the transaction bar in text form if you have permanently hidden it.

The Events link (9) lists changes to the invoice.

Use Credit (10) to transfer the invoice data to a correction invoice. The original invoice is retained.