Invoice

Invoice listing

Overview

The Invoice Listing Dashboard provides a comprehensive interface for managing, tracking, and processing invoices within a financial or accounting system. It displays a table of all invoices filtered by the selected date range, offering options to view, download, and take action on each invoice.

Filters and Controls

Users can filter the displayed invoices based on various parameters:

• Date Range:

  • From date: Starting point for invoice listing (e.g., 01-04-2025).

  • To date: Ending point for invoice listing (e.g., 07-08-2025).

• Invoice Number: Search by invoice number.

• Status: Filter invoices by their processing status (e.g., pending, approved, or rejected).

• Archive Status: Filter between archived and not archived invoices.

• Creditor: Search/filter invoices by creditor name.

• Internal Comment: Optional field to filter based on internal notes.

• Display/Clear Buttons:

  • Display: Applies the selected filters.

  • Clear: Resets all filters.

• Invoice Tool Options:

  • Download Invoice PDF

  • Download Accounting

  • Archive

  • Pay

Invoice Table Columns

The table displays the following columns for each invoice:

Column	Description
Checkbox	Allows selection of multiple invoices for bulk actions.
INV.NO	Unique invoice number (clickable links).
TYPE	Type of invoice (e.g., hotel invoice, handling invoice, extra invoice).
NAME	Description of invoice or service (often includes the supplier and date).
CREDITOR	Name of the invoice creditor (supplier or service provider).
INT.COMM	Internal comment or reference tag (e.g., PT, AC).
AMOUNT	Invoice total in relevant currency (e.g., €, USD).
DUE DATE	Payment due date.
APP. DUE DATE	Date when invoice was approved or registered.
DOWNLOAD INVOICE XML	Option to download the invoice in XML format.
DOWNLOAD ACCOUNTING	Option to download accounting record related to the invoice.
STATUS	Current processing status of the invoice: Pending (yellow) Rejected (red) Approved (green)
COMMENTS	Link to view comments or notes on the invoice.
ARCHIVED	Icon to indicate whether the invoice is archived