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Outgoing Invoices Module

The Outgoing Invoices module is intended for the approval process of an organization's outgoing invoices in electronic form before the invoices are issued to customers or clients. The system supports various integration connections with process systems (ERP), for example for creating an outgoing invoice, as well as other integration options. The available integration implementations for the module and other settings depend on the configuration for your organization.

Adding an Outgoing Invoice​

To add a new outgoing invoice to the system, follow the steps below:

  1. On the main page, select the Add option.
  2. Enter all the required information about the outgoing invoice, filling in the required fields.
  3. Add attachments in the Attachments tab.
  4. Once you have entered the data, click Save to add the document to the system, or Cancel if you do not want to save the changes.

Viewing Outgoing Invoices​

To view outgoing invoices:

  1. In the list of outgoing invoices, select the document you want to view.
  2. Clicking it in the list opens the document on the right for viewing.

Managing Outgoing Invoices​

To edit or update information on an outgoing invoice:

  1. In the outgoing invoice's detail view, click Edit.
  2. Change the information in the edit form. The available settings depend on the configuration for your organization.
  3. Once you have finished making changes, click Save to update the outgoing invoice information, or Cancel if you do not want to save the changes.

Document List​

The document list (hitlist) of outgoing invoices displays a listing of all outgoing invoices and some of their metadata. More about document lists can be found in the chapter > Document List. It allows users to quickly view, filter, and search by key metadata.

Document Status Colors​

Records or documents can be in various statuses throughout their processes. Basic meaning of the icons:

ColorMeaningDescription
🟢CompletedThe document is completed
🟠In progressThe document is in the approval process
🔴CancelledThe document has been cancelled
⚪️DraftA new record with all required metadata

Document statuses depend on the configuration for your organization.

Default Outgoing Invoice Form​

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Example Outgoing Invoice Process​

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