Invoices List

The interfaceList of invoicesallows you to display in detailall invoices recordedin the system. It offers a global view of billings carried out, as well as quick access to allessential informationfor monitoring, consultation or management.

Objective hand

This interface is designed to:

• View the history of all invoices.

• View the details of each invoice.

• Search and filter invoices based on multiple criteria.

• Perform actions: consultation, editing, deletion or export.

Information displayed for each invoice

Each line in the list corresponds to an invoice and displays the following data:

 

Field	Description
Reference	Single invoice number
Date	Invoice creation date
Customer	Billed customer name
Amount excluding tax / tax included	Total amount excluding taxes and all taxes included
Payment method	Method chosen (transfer, cash, etc.)
Status	Current status:Billed, Canceled, Paid
Number of linked trips	Number of trips associated with the invoice
Actions	Buttons allowing you to: view, modify, delete

Available functions

Search filters

• Filter bydate, customer, status, reference, etc.

• This makes it easy to find a specific invoice or to group several invoices according to a given criterion.

View invoice details

• Click on theconsultation icon (magnifying glass or eye)to access the complete invoice sheet.

• You will find: the trips invoiced, the amounts, the currency, the bank account, the payment conditions, etc.

Edit an invoice

• If the status of the invoice allows it (eg: unlocked), you can click on theedit iconto adjust the information.

Delete an invoice

• In case of error or cancellation, click on thedelete iconto delete the invoice (if the deletion rules allow it).

Important notes

• Invoices are displayedfrom newest to oldestby default.

• It is possible toexportthe lists inExcel or PDFfor archiving or analysis.

• Abadge or colorcan visually indicate the status of the invoice (e.g. green = paid, red = canceled).