Invoice templates view #
In the Invoice templates view, you can see all created invoice templates, their details, and status (draft, valid, ended). In the search field, you can search for invoice templates using various search criteria. By default, draft and valid invoice templates are displayed.
The info icon in the last column shows you how many customers and what products the invoice template contains.
Automatically sent and Manually sent tabs #
The Automatically sent and Manually sent tabs show all invoices created from invoice templates that have not yet been sent to the customer.
Automatically sent invoices are sent automatically on the specified delivery date. Manually sent invoices must be sent manually. You can select multiple invoices from the list and send them all at once.
You can open individual invoices and make changes to them or add attachments. The info icon shows you which invoice template the invoice was created from and the invoice template settings.
If there is a red triangle in the last column, there are errors in the invoice details or there are problems with sending the invoice. Move your mouse cursor over the triangle to see more information. The triangle is also displayed in the tab header if there are invoices in the list that require action.
