After accessing the portal, the display shows the Invoices application with the list of sent invoices to the client.
By default, the list shows the most significant data of each invoice, highlighting the next columns:
- Invoice number
- Invoice date
- Purchaser company name
- Amount
- Actions (available for each invoice line)
A function that shows the available actions that can be selected exist for both the application and each invoice line.
In the upper left corner, the three vertical points shows the next list of actions available for the Invoices:
- Upload invoice: Allows the upload of electronic invoices to the portal. Details in: Applications:Invoices records.
- Refresh: Updates the list of invoices of the application.
- Export: The export function generates a pop-up window that allows select the format you want to download the list with invoices details. Available formats are XLS and CSV.
- Select: Displays a box in each invoice line that allows selecting the ones to be downloaded later.
Is possible to disable the boxes column. While active, display again the application options
and select the option Hide select.
- Columns: Displays a pop-up window with a list of all the available columns that can be activated to see in the invoices lines.
Aside from the general function for the invoices list, another function exist which displays the options available for each individual invoice. For that, press the button
available in the column Actions at the right of each invoice line, which display the next functions (according to invoice availability):
