For the complete documentation index, see llms.txt. This page is also available as Markdown.
Invoices
Filters in the invoice list
The list of invoices can be narrowed using filters above the list.
Search with wildcards *
The search allows searching by document number, job number, supplier or subject of the document.
With the asterisk (*) wildcard searches can also be performed in the example shown I can, for example, by entering the search term 12*2020 Find all documents in which "12" is followed by "2020". For example, we would have a match here on the second document in the list.
Search by responsible person
Using this filter a user can be selected and the list then shows only that user's documents. The filter also includes the entry "My invoices".
Search by status
This filter restricts the list to documents that are in a certain status.
Filter settings are saved until the next login to the system.
Invoice statuses
Invoices go through the following process steps:
in progress
This document is currently being created or edited; it is not included in any reporting. Documents in this status do not appear in any statistics.
awaiting dispatch
This document is completed but is still awaiting review by another user before it can be sent. Documents in this status do not appear in any statistics.
sent
This document has already been sent to the customer. In statistics the revenue of the document is now taken into account.
claimed
The customer has not accepted this document for formal or substantive reasons. In statistics it does not appear as revenue.
posted
This document has already been handed over to accounting.
Note: Not all process steps may be activated in your company. Contact customer service if you want to change this: info@dieagenturverwaltung.de
In the list of invoices you can see at a glance which status a document is in:
