Introduction

Introduction

Introduction to Billing (Invoice) Section

The Billing (Invoice) section is used to create, view, manage, and maintain all invoices generated in the system. It provides a list of invoices on the left side and opens the selected invoice preview on the right side.

What Users Can Do from the Invoice Section

Users can:

  • Search invoices instantly
  • Filter the invoice list using multiple criteria
  • Open any invoice to view full details
  • Create a new invoice
  • Import invoices
  • Open invoice settings (field settings, voucher series, configuration, etc.)
  • Perform invoice actions like duplicate, cancel, delete, and download (as per permissions)
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