Overview

In every document type, you see a list view of all captured documents of this type with the most important information like number, recipient, date, amount, status, and outstanding amount. The list is divided into tabs: Open, Inbox (if available), Done, Archived, as well as the additional tab All for a consolidated view of all document statuses. On the top right, you can create new documents or import documents (e.g. "Create Invoice", "Import Invoice").

Tab bar and filter

• Open: Shows all documents that have not been completed yet, such as drafts, sent, or due invoices.
• Done: Contains completed or paid documents as well as consolidated documents by invoice batch.
• Archived: For documents that are no longer needed but kept for proof purposes; documents are moved to this tab by the "Archive" action.
• All (only paid subscription): Allows for a unified search across all status tabs, so you can find an invoice faster without having to switch tabs.

Additionally, there are symbols at the top left for refreshing the list as well as a menu with additional actions (e.g. mass download in ZIP format in the paid subscription).

Search and Field Filters

Above the table header is a central search field where you can search for text in multiple columns of the list (e.g. recipient, title or number). In the paid subscription, additional input fields are displayed below, which allow you to filter specifically for specific fields.

This allows you to precisely narrow down the displayed documents, such as all invoices of a specific customer in the selected period or with a specific reference.

To the right of the search field, you will find further filter options, such as by status/reminder status, which you can open and combine via the tag symbol. This makes it easier to work specifically with critical documents such as overdue invoices in the reminder process.

Mass Actions (Bulkactions) depending on selection and document type

To the left of each row is a checkbox, with which you can mark individual or multiple documents. As soon as at least one entry is selected, a bar with mass actions appears above the list, which can vary depending on the document type and status.

Typical examples with customer invoices:

• Send multiple invoices at once by e-mail or prepare them for printing.
• Create a collective invoice: Mark multiple invoice drafts for the same recipient and combine them into a collective invoice.
• Archive multiple invoices without having to open each invoice individually.

Similar mass actions are available for other documents (offers, orders, delivery notes, credit notes), such as printing or archiving multiple documents at once. The exact list depends on the respective document type.

Navigation, Sorting, and Page Size

Clicking on the column headers will sort the list either ascending or descending, such as by due date, date, or number. At the bottom of the list, you can define how many entries per page are displayed (e.g. 10, 25, 50, or 100) and navigate through the pages using the pagination. These settings will help you keep track of many documents and navigate efficiently through the documents.

Benefits and Tips

The document overview always provides a compact overview of all documents of a document type and their current status, so you can quickly identify open tasks such as shipping, incoming payments, or reminders. With the search in specific fields and the All tab (in the paid subscription), you can quickly find the desired document even with a large volume of documents and save time on support requests or internal inquiries.

With bulk actions, you can perform recurring tasks such as shipping, archiving, or consolidated invoices in a few steps for multiple documents, which significantly speeds up your daily work. Be sure to carefully check the selection before performing bulk actions (note at "n entries selected" in the upper right corner) to avoid unintended actions. Also, use the filters by status and reminder level to process all overdue or already reminded invoices one after the other and thus manage your dunning process in a structured manner.