When you open an invoice, you will be taken to the Invoice window which contains five different sections.
The parts can be resized by dragging the dotted bar 
above the coding rows and to the right of the image.
Menu
 | Move the mouse pointer over the black list at the far left of the window and you will see the same menu column as in the WorkQueue window. If you want it always visible, click on the right arrow at the top. If you open the search window from an invoice, the company, supplier and invoice date one year back in time will be pre-filled in the search criteria, but all types of searches can be made just as when the tab is opened from the WorkQueue window. |
The invoice image
On the left side of the page is the invoice image, read more about its functions in the article Invoice image.
Buttons and information
At the top of the page are some buttons and information
- Close invoice: Click on
to close the invoice. - Status: At the top left, the status of the invoice is displayed.
- Browse: The arrows allow
you to browse through the invoices in the queue the open invoice is in. - User: At the top right, there is a box showing which user you are working as. If you are acting as a replacer, the name will show who you are replacing. You choose which user you want to work as in the same drop-down list in the WorkQueue window.
The buttons that appear vary depending on the role permissions and what step the invoice is in.
- Save: Click this button to save your changes. The invoice is automatically saved when it is forwarded. The button is inactive if no changes have been made to the invoice.
- Print: It is possible to print the invoice image and information. Read more about this in the article Print invoice.
- Bookmarks: Invoices can be bookmarked to make them easier to find. Read more about this in the article Bookmarks.
- Support: This button allows you to report interpretation errors and ask our support team for help. Read more about this in the article Create support case from the invoice.
- Appendices: Other documents can be linked to the invoice. Read more about this in the article Appendices.
- Split invoice: The invoice can be split into several parts, read more about this in the article Split invoice.
- Payment block: There is a possibility to mark invoices with a payment block in case the invoice is not to be paid. Read more about this in the article Payment block.
- Posting block: There is a possibility to mark invoices with a posting block in case the invoice should not be posted. Read more about this in the article Posting block.
- Confidential: It is possible to mark invoices as confidential. Read more about this in the article Confidential invoices.
- Labels: It is possible to mark invoices with labels. Read more about this in the article Labels.
On the far right, there are two buttons
- Open next invoice automatically: If you want the next invoice to open automatically after you send the one you have open, click the arrow next to the Forward button. The button will turn yellow
and the setting will be saved until you click the button again. - Forward: Click here when you have finished the invoice and are ready to send it on. Read more about this in the article Forward the invoice. The button can also be placed in the bottom right corner, read more about this in Settings.
Invoice information
In the center of the window there is information about the invoice divided into 5 sections.
To expand/minimize the sections, click on 
.
To show/hide the sections, use the menu on the right.
The contents of the different sections are described in the following articles:
Messages
Open Messages by clicking on
in the right-hand menu. The number in blue shows the number of messages available. Read more about this in the article Messages
Coding rows
At the bottom of the invoice window are the coding rows.
To view the coding rows below the image, click on
next to the title.
How to work with the coding rows is described in the article Coding of invoices.