-
Userguide for Inexchange Virtual printer (New web)
- Activate Create invoice
-
Invoices
-
Register
-
Settings
The view for Sent and Received invoices works in the same way. Under Sent invoices you can find all the invoices that were sent by your company or companies. You also have the option to take out a report, see information about the invoices, download them as PDF/XML or resend an invoice you have already sent.
If one of the companies you are a user for is part of a group structure, and you are logged in to the parent company, all invoices from underlying companies are displayed. Under Issuer, you can see from which company the invoice is sent.
You can also search for a specific invoice number, customer number or similar directly in the search field.
Via the icon at the top right, you can filter if you only want to see invoices for a specific company, if you only want to see invoices for a specific customer, a specific delivery method, invoices sent during a certain period or if you only want to see debit or credit invoices.
If you wish to see more properties, you can click on the three small dots to the right of the title row. Here you can choose which columns you wish to see in the overview.
Report
By clicking on Report, you can download an excel file of your sent invoices. You can choose to filter out which invoices should be included in the report, for example invoices that you have sent in the last month, to a specific customer, or you can export history of all invoices and then filter in the excel file.
The report only includes what is displayed on the page at the time when the Report button is clicked, so if you have filtered on something, the report will only export this.
Invoice details
Clicking on an invoice row opens a right panel where you can see invoice details, when it was sent, status (Sent or Delivered) and who created it.
If you instead click on the three black dots at the bottom right of a specific invoice line, you will get several choices. You can choose to retrieve the entire invoice and its details via Invoice Details or download a PDF or XML version of the invoice.
If you select Invoice details, the invoice opens and you will see the entire content of your sent invoice. Here you can also choose to Send copy or Download the invoice as PDF or XML.
At the top right of the Invoice details view, you can click on the information button, you will then get all the history of the invoice.