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Invoices and documents – list

Issued invoices, orders, proforma invoices, delivery notes and price offers

The same window opens for issued invoices, incoming and issued orders, proforma invoices, delivery notes and price offers – the document type is shown in the Document field. The upper table lists the documents, the lower table the items of the selected document.

List of issued invoices in EconomSys – example with fictitious data

Time period and search

Click the blue from – to date box to choose the time period, e.g. Accounting year, Current month, Current quarter or a custom interval. If you cannot find a document, check the period first. Then choose a column in where, enter a value and click Search.

Buttons

New and Edit – open the document editor.
Delete – deletes the document.
Copy to – creates another document from it, e.g. an invoice from an order, or a delivery note or credit note from an invoice.
Payment – records a payment.
Tools – document functions.
eInvoice – export to XML according to EN 16931 or send through the Peppol network.
Print – print, PDF or send by e-mail.

Related guides

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