ㅤㅤInvoices is a tool for creating invoices with the ability to change their payment status
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Currently, it is an independent unit in the service that is not tied to Analytics or other reports in Finmap
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Create a new Invoice
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ㅤ1.ㅤChoose “+ New Invoice”
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ㅤ2.ㅤEnter the necessary information in the Invoice
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You can add, edit or delete data about your company, your customers, information about goods/services indicated in the Invoices in the Company Settings:
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ㅤ3.ㅤSave the Invoice ✅
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View Invoices and their statuses
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All the Invoices will be displayed in the list of this section, where you can:
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- filter information by date or in an advanced filter (1)
ㅤ - view the status of the Invoice (2)
ㅤ - confirm or cancel the selected Invoice (3)
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Learn more about Invoice statuses
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- Paid (the user has confirmed payment on the invoice with a tick)
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- Not paid (if the date of payment of the invoice is more than the actual date)
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- Overdue (if the date of payment of the invoice is less than the actual date)
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Downloading invoices
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You can download the Invoice by clicking on “Download” ⬇️
Format: PDF
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⚙️ How to give access to Invoices to added employees
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Since Invoices in the service are created without specifying an account and category, an employee must have access to the position to view them:
- the “No accounts” position
ㅤ - “No category” items
ㅤ - counterparties that we plan to indicate in the Invoices
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