1. Support Center
  2. Document processing
  3. Complete accounting information in documents

What can I do with the action bar in the upper right corner of the invoice overview screen?

By selecting invoices, various functions are available to you in the invoice overview screen through the action bar.




The invoice overview screen

For information on the overview screen see The Invoice overview screen. Generally, the blue round icons show you how many invoices have been selected.

Restructure invoices

Clicking the scissors icon opens the invoice restructuring interface which allows the invoice separation to be viewed and adjusted. 

More information can be found here: Cutting and Stapling Documents

Exporting invoices

Clicking the export icon allows invoices to be exported to the user’s ERP system or downloaded as a ZIP or UBL file, as well as to be marked "exported".

Downloading invoices

Clicking the download icon allows invoices to be downloaded as images and saved to a computer as .xlsx or e-invoices.

Counting up invoice numbers

Clicking the sheet icon allows the internal invoice number to be incremented before exporting. 

Editing & moving invoices

Clicking the pencil icon allows the period to be adjusted and the invoices to be (re)assigned to a invoice and client type.

Deleting invoices

Clicking the trash icon allows selected invoices to be moved to the trash.

Customising the invoice overview screen

If you click on the wheel icon, you can hide or show the columns of the entire screen. For more information, see How can I filter or adapt the screens?.