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Invoicing overview

Invoicing overview displays all your invoices in list or kanban view. Kanban shows all active invoice statuses and you can control them via Settings. In this overview you can also see relevant KPI values. The formulas used for KPI calculation can be found from a separate article.

You can filter down invoices based on ie. projects business unit and project manager. You can also search for specific invoices by project, customer or invoice number.

In you want to review invoices, just click the invoice status or number to view full invoice details. Changing the status of an invoice is easy by dragging it from one column to another.

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