Invoices

Here you can see all invoices for the current organization, filter them, open an invoice, create a new one, download PDFs or sync them with your bookkeeping software.

What's on this page

• Add invoice button – opens the invoice form to create a new invoice (shown only if you have financial‑management rights).
• Sync with bookkeeping button – starts selection mode to send finalized invoices to your bookkeeping integration.
• Download invoices (pdf) button – starts selection mode to download selected invoices as a single PDF.
• Filter button – opens the filter panel where you can choose Company, Invoice state, Payment status, Contact and other filters.
• Date filter – lets you pick a date range or quick‑select options (Today, Tomorrow, Current year, Last 12 months).
• Search field – type a customer name or invoice number (placeholder “Search customer or invoice number…”); the list updates as you type.
• Invoice table – shows each invoice with columns Date, Invoice number, Supplier (if you have more than one company), Customer, Total (excl. VAT), Status (In draft / Finalized), Sent status, Paid (payment status). Click a row to open the invoice; when selection mode is active you can tick the checkboxes.
• Send to … button – appears in the selection toolbar after you select invoices for bookkeeping; opens a dialog to confirm sending them to your bookkeeping provider.
• Download invoices (as one pdf) button – appears in the selection toolbar after you select invoices for PDF; starts the combined PDF download.
• Selection toolbar – only visible when a selection has been started; shows the number of selected invoices and the actions above.

Common tasks

Add a new invoice

1. Click Add invoice.
2. Fill in the invoice details in the form that opens and save.

Send invoices to bookkeeping

1. Click Sync with bookkeeping.
2. Tick the checkboxes next to the invoices you want to send (only finalized invoices that are not already sent can be selected; draft invoices are disabled).
3. In the selection toolbar, click Send to ….
4. Confirm the dialog to send the invoices.

Download invoices as a PDF

1. Click Download invoices (pdf).
2. Tick the checkboxes next to the invoices you want (the invoice must have a public access link; you can select up to the maximum shown in the hint).
3. In the selection toolbar, click Download invoices (as one pdf).
4. The combined PDF will be generated and downloaded.

Good to know

• Only finalized invoices can be sent to bookkeeping; draft invoices are ignored.
• Invoices already sent to bookkeeping display a green check mark and cannot be selected again.
• PDF download requires a public access link; otherwise the download action is disabled.
• You can download at most the number of invoices shown in the selection hint (e.g., 20) in one PDF.

Send to … – button in the selection toolbar that opens the send‑to‑bookkeeping dialog.

Send to bookkeeping

Use this dialog to send the selected invoices to your bookkeeping system.

Send

• Click the Send button to start sending each invoice; a spinner and a progress counter (X / Y) will be shown. While sending you can click Abort to stop.

Close

• If any invoice has a contact not synced with your bookkeeping software, a red warning appears with a list of those contacts. Sync the contacts via the contacts page, then click Close to dismiss the dialog.

After saving

• When all invoices are sent, a success message appears. Close the dialog; the invoices are now recorded in your bookkeeping software.