Proforma Invoice list, filters, and views

You can find pending Invoices in the main menu by selecting **Proforma Invoices**. In the list, you will immediately see the document number, the amount excluding VAT, VAT, the final and outstanding amounts, the recipient, the date, the due date, and the status.

Last updated 20 days ago

Enter a number or recipient name in the search box. Click a column header to change the sorting order. Filters help you select by period, status, vendor, documents with attachments, and additional views: unsent, already converted, or not yet converted. If you cannot find a record, click Clear filters and check if a previously saved view is active.

Bookmarks allow you to save a convenient list view with specific columns and filters. Summarize displays a summary of the current selection. It is calculated based on the records visible to you, so colleagues with different access permissions may see a different result.

Statuses help you understand the situation: Draft is still being prepared, Unpaid is awaiting payment, Partially paid has an outstanding balance, Paid is fully settled, Overdue has passed its deadline, and Cancelled remains in the history but is no longer active.

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