To find and manage invoices in the system, follow these steps:
Navigate to invoice list
Go to Dashboard.
Click on Invoices in the menu.
Select List to get an overview of all created invoices.
Functions in the invoice list
Summary Statistics
At the top of the list, you'll find a quick overview of invoice statuses:
Total: The total number of invoices in the system.
Paid: The number of invoices paid.
Not paid: The number of invoices that have not yet been paid.
Overdue: The number of invoices that are past due.
Draft: Invoices that have not yet been finalized.
Filtering by date
Select a Start date and End date to filter invoices within a specific time period.
Search
Use the search box to find invoices based on customer or invoice number.
Columns in the list
Invoice number: Unique number that identifies each invoice.
Customer: Name of the customer to whom the invoice was issued.
Date of issue: The date and time when the invoice was created.
Due date: The date and time when the invoice must be paid.
Amount: The total amount of the invoice in DKK.
Status: Shows whether the invoice is "Open", "Paid", or "Overdue".
Page View
Adjust the number of rows to display per page (for example, 10, 25, 50). This can be selected at the bottom of the page.
Example of invoices
Invoice number | Customer | Date of issue | Due date | Amount | Status |
#516713 | Peter | 11 Dec 2024 | 18 Dec 2024 | DKK 389 | Open |
#516688 | Louise | 11 Dec 2024 | 18 Dec 2024 | DKK 389 | Open |
#516682 | Isabella | 11 Dec 2024 | 18 Dec 2024 | DKK 360 | Paid |
If list is empty
If the invoice list does not contain any entries, it may be because:
No invoices have been created yet.
The filters you selected will not return any results.
You can create a new invoice under "Create new invoice" or adjust the filters for better results.
Do you have any questions?
If you experience challenges navigating or understanding the invoice list, you are always welcome to contact us.