The Invoice Overview (navigation item Invoices) lists all of the firm’s invoices across every case – with amounts and payment status. It’s the central control point for what has been billed and what has already been paid. Individual invoices are created within their respective case file; here they all come together.
The columns
| Column | Content |
|---|---|
| Case number | the case the invoice belongs to. |
| Invoice number / Invoice date | number from the invoice number range and issue date. |
| Service date | the billed service period (from–to). |
| Recipient | who the invoice is addressed to. |
| Description | type of invoice (e.g. invoice, retainer). |
| Net total / Gross total | invoice amounts excluding and including VAT. |
| Paid | the amount already settled – so you can spot open items immediately. |
| Note | optional remark. |
Exporting
Export invoices opens a dialog that lets you narrow down the export precisely:
| Field | Meaning |
|---|---|
| Start date / End date | limit the export to a date range. |
| Invoice line item (optional) | filters for invoices that contain a specific line item – for example to output only invoices with a certain type of service. |
| Invoice number prefix (optional) | limits the export to a specific invoice number range. |