Invoices list
The Invoices section of Taskomat™ presents a list of all your invoices. At the top, the navigation bar allows you to filter your invoices and create a new one. Invoices can be filtered by:
Time period: you can set a custom time interval and view only the invoices related to this period
Customer: you can view only the invoices related to a customer
Status: you can view only the invoices in a certain status: Draft, Ready, Sent, Paid, Overdue.
In the navigation bar, you will always find the period of time considered: by default, it shows the invoices created from the beginning of the year to the current date.
Below, you will find 4 boxes that indicate the quantity and the total amount of the invoices of a given status:
Issued invoices: quantity and total amount of issued invoices
Pending invoices: Quantity and total amount of invoices sent but not yet replied to.
Paid invoices: Quantity and total amount of paid invoices
Overdue invoices: quantity and total amount of overdue invoices
Both quantities and amounts change according to the filters set. For example, if I set only the month of March or only a specific customer, I will see quantities and amounts related to this setup.
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Below, the invoices are sorted in a list, sortable by number, status, amount, issue date and payment date. In the list, you will find invoices with these elements:
Customer badge: identifies the customer associated with the invoice
Invoice number: identifies the progressive number of the invoice
Status: the status of the invoice can be: Draft, Ready, Sent, Paid, Overdue.
Amount: total amount of the invoice net of VAT and other taxes
Creation Date: date the invoice was created (even if it is still in draft form)
Acceptance Date: date of payment of the invoice by the customer
Actions: actions available for the invoice
The actions available for each invoice are different depending on the status of the invoice itself.
The only action always available, regardless of the invoice status, is Delete: with this action it is possible to permanently delete the invoice.
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If you want to start getting the most out of Taskomat™ right away, attend the next webinar demo or book a 1to1 demo call.
Time period: you can set a custom time interval and view only the invoices related to this period
Customer: you can view only the invoices related to a customer
Status: you can view only the invoices in a certain status: Draft, Ready, Sent, Paid, Overdue.
In the navigation bar, you will always find the period of time considered: by default, it shows the invoices created from the beginning of the year to the current date.
Below, you will find 4 boxes that indicate the quantity and the total amount of the invoices of a given status:
Issued invoices: quantity and total amount of issued invoices
Pending invoices: Quantity and total amount of invoices sent but not yet replied to.
Paid invoices: Quantity and total amount of paid invoices
Overdue invoices: quantity and total amount of overdue invoices
Both quantities and amounts change according to the filters set. For example, if I set only the month of March or only a specific customer, I will see quantities and amounts related to this setup.
.
Below, the invoices are sorted in a list, sortable by number, status, amount, issue date and payment date. In the list, you will find invoices with these elements:
Customer badge: identifies the customer associated with the invoice
Invoice number: identifies the progressive number of the invoice
Status: the status of the invoice can be: Draft, Ready, Sent, Paid, Overdue.
Amount: total amount of the invoice net of VAT and other taxes
Creation Date: date the invoice was created (even if it is still in draft form)
Acceptance Date: date of payment of the invoice by the customer
Actions: actions available for the invoice
The actions available for each invoice are different depending on the status of the invoice itself.
The only action always available, regardless of the invoice status, is Delete: with this action it is possible to permanently delete the invoice.
.
If you want to start getting the most out of Taskomat™ right away, attend the next webinar demo or book a 1to1 demo call.
Updated on: 02/03/2021
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