In the Invoicing overview you can see all your invoices. The invoices are in kanban view as default but you can switch to list view from the top right corner. There are also a few filters to use to narrow down the results. The selected filters are saved and they will remain until changed again.
In the Kanban view you see invoices grouped by invoice statuses. Statuses shown here are defined in Settings. Invoices can be filtered for example by Business unit (project) and Project manager. Click Add filter button to see all available filters. You can also search for specific invoices by project, customer or invoice number. Use drag and drop to move invoices from one status to another.
On the List view you can see all the invoices which match the filters as a list sorted by invoice number. On default the list shows 20 invoices but you can edit the amount by clicking the per page selection next to the page selector. The list can also be filtered by invoice date and status.
Invoices can be opened for review by clicking the invoice number or the invoice status if the invoice does not have a number yet.
Invoices can be edited as a mass by checking the checkboxes which opens up a Select action window to the top of the view. All shown invoices can be selected at once by clicking the checkbox on the header row. You can select the action from the dropdown menu and make the changes by clicking the Update button. Some changes require an additional detail, for example the invoice status you want to set the selected invoices to.
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