可以使用搜尋、狀態類別以及篩選器、排序和匯出控制項來縮小發票清單的範圍。
使用正確的工作區並檢查哪些記錄目前可見。
此清單或文件反映了選定的發票範圍而不是新的計費操作。
過濾器可以隱藏現有記錄。 CSV 匯出不會開立、傳送、付款或刪除發票；將下載的財務資訊保密。
Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.
A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.
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.
