Button

Function

Add a new order (not based on hour bookings).

Edit the order.

Delete the complete order(s) and all order lines of the selected order(s).

For hours and task to invoice, orders will be generated first, see: Generate orders.

Click to print a concept invoice to a pdf and see how the invoice will look like.

Print the specification report (as set at Invoicing | Settings | Invoicing) for the selected order.

Merge orders form the same customer into one order.

If the Order tab page is selected there is a Create invoice button. Click here to create the invoice(s) of the selected order(s). After this step the orders are moved to the tab page Invoices. Meanwhile, invoices are generated also in PDF and UBL format. The files are saved in the output folder as set up in Maintenance and settings | Settings | Reporting

Button

Function

Add a new order line.

Edit the order line.

tab page Lines               : Delete the selected order line(s).

tab page Details for line: Only available with multiple detail lines. Delete the selected detail line from the order line. Duration and amount of the order line will be adjusted.

Move the order line up/down.

Button

Function

Edit the paid state of the invoice.

Delete the complete invoice.

Note: deleted invoice numbers are not used again!

Print the invoice again.

Print the invoice specification report (as set at Invoicing | Settings | Invoicing) for the selected invoice.

Send an e-mail for the selected invoices with the invoice (PDF) as attachment. You can edit the e-mail layout at Maintenance and settings | Settings | E-mail layout

Open invoices and exports folder.