Package
Billing Team
The working group handling invoices.
Taxes
Contains list of taxes used in invoices.
Catalog
Contains list of company's products and services.
Discount
Contains list of available discounts.
Invoice Status
Specifies current invoice status.
Order Number
Unique order number linked to invoice.
SUBTOTAL
Invoice amount excluding taxes and discounts (summary of "Item/Service").
Invoice Payment Date
Date when invoice was paid.
TAX
Total tax amount (summary of "TAX").
Payment Amount
Amount received as payment.
INVOICE TOTAL
Final invoice amount with taxes and discounts.
Documents
Stores invoice-related documents.
Invoice Number
Unique invoice number.
Invoice Date
Invoice issue date.
Notes / Payment terms
Terms of payment and additional notes.
Discount
Available discount options.
Discount Amount
Calculated discount in currency.
Payment due
Due date for invoice payment.
Billing Contact
Contact person of the payer.
Item/Service
Adds products and services to invoices.
TAX
Adds tax data to invoices, including types and rates.
Logo
Used to store your organization's logo, inserted into invoice templates.
Awaiting Payment
Invoice issued, waiting for payment.
Payment Received
Payment confirmed.
Send Invoice
Invoice sent to customer.
Invoice
Template for invoice-related tasks with necessary fields and structure.
Invoice.xlsx
Main template created from task button linked to invoice.
Invoce 2.xlsx
Alternative template, can be used in processes or button settings.
Invoice 3.xlsx
Another template for embedding into processes or buttons.
Just a few steps before you start using the solution
Invoice Payments
Overview of payments received for invoices.
Detailed Invoice Report
Breakdown of issued invoices, including amounts, taxes, and discounts.
Kanban: Invoice
Displays invoices grouped by status.
Invoices
Tracks the current status of active invoices.
Invoicing
Manage invoice creation and payment workflows.