可以使用搜索、状态类别以及过滤器、排序和导出控件来缩小发票列表的范围。
使用正确的工作区并检查哪些记录当前可见。
该列表或文件反映了选定的发票范围而不是新的计费操作。
过滤器可以隐藏现有记录。 CSV 导出不会开具、发送、支付或删除发票； 将下载的财务信息保密。
Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.
Receivables shows recorded balances as of a selected date. A customer statement presents the selected customer's opening balance, movements and closing balance for a date range.
Document presentation controls select the layout and visible fields for an eligible billing document. They are separate from the underlying invoice amounts and company information.
