This report provides an overview of which invoices have been sent out on each project. Note that the 'Sent date' field is stamped with a date if the user has said yes to 'Send as email, 'Create OIOUBL', or 'Send email from Outlook'.

Local menu for Invoices

Description of buttons in the Invoices pop-up menu

1. Edit
   • Press the button to edit the invoice you are standing on. Here you can edit the order group, payment, delivery fields, etc. NOTE! Changes to e.g. due date do not apply to open items. Open items must be edited manually. Read more here.
2. Refresh
   • Tap the button to update all information and corrections.
3. Filter
   • Use the drop down drop down list to select what you want to filter and sort by.
   • Read more about filters here...
4. Clear Filter
   • Resets filleting.
5. Layout
   • You have the option to save, delete, edit or recall a saved layout. Described under General functions.
   • Read more about layouts here...
6. Posting
   • Here you can see all postings on the invoice.
7. Book by
   • Shows an overview of who has posted the invoice and when.
8. Attachments
   • Here you can view any attached memo or document.
9. Billing lines
   • Shows invoice lines on the selected invoice.
10. View invoice
    • Shows a printout of the entire invoice.
11. Show Delivery Note
    • Not used here.
12. Send as email
    • Sends directly to the email address that you have set up for your debtors. If you get the error: "Operator blocked" when pressing 'Sent as email', it means that the 'Block send email' box is checked under Company/Company details. Read more here.
13. Send from Outlook
    • Opens Outlook from where the email text and recipient can be edited.
14. Generate Oioubl
    • Generate invoices in the OIOUBL format. You can send one or all at once. (OIOUBL stands for 'Public Information Online - Universal Business Language' and contains more information than the previous OIOXML format).
15. Create order
    • Here you can create a new type of order, send a quote, or reverse the sign if you need to create a credit note. Read more here.
16. Previous addresses
    • Here you can view and edit previous addresses on the debtor. Read more at the bottom of this article
17. All fields
    • Here you can see the content of all fields in the line you are standing on.

Postings or invoice lines

By clicking the 'Entries' button, you can view all entries on the individual invoice.   You can also choose to view invoice lines by clicking on invoice lines. Here you can also edit the storage location and batch or serial number, as well as variant and add or edit notes. Note: Batch or serial numbers can be removed from here. If you want to replace/add a batch or serial number, go to the stock records and find the current stock record, after which you can perform the exercise. If there are physical vouchers attached, you can click the Physical voucher button and view them, or you can choose to view the original invoice. ATTENTION! Remember that the cost price on the invoice line is only updated to the cost price model after you have recalculated cost prices manually. Read more here.

Previous addresses

Under Debtor/Reports/Invoices there is now a directory of "early addresses". When reprinting invoices, Uniconta then looks in that directory to see if there is an address after the invoice date. You can create, edit and delete in the directory yourself. At the same time, the old address is automatically inserted when you edit the address in the debtor directory itself. This makes it possible to decide whether you want the new address or the old address on old invoices, simply by maintaining this directory.