Invoices
1. Page Objectives
The "Invoices" page provides a list of all invoices generated within the system. It allows users to view, filter, and manage invoices efficiently, including the ability to synchronize data. The page is designed to give a comprehensive view of invoice statuses, client information, and financial details.
2. Table
The table is used to display the list of invoices along with key details such as invoice number, client name, series, total value, paid value, status, document reference, and creation date. The table may be empty if no records are available.
2.1. Table Actions
- Columns: Allows users to show or hide specific columns in the table, tailoring the view to the user’s needs.
- Filters: Enables users to filter invoices based on creation dates or other criteria.
- Vistas (Views): Users can select from different time-based views like today, this week, this month, or custom time ranges.
- Actions: Provides options to synchronize the invoices with other systems.
2.2. Columns
| Field | Description |
|---|---|
| Number | The unique identifier of the invoice |
| Client | The client to whom the invoice is issued |
| Series | The series or type of the invoice |
| Total | The total monetary value of the invoice |
| Paid Value | The amount of money that has been paid for the invoice |
| Status | The status of the invoice (e.g., Paid, Unpaid) |
| Document | The document reference associated with the invoice |
| Created At | The date when the invoice was created |
2.3. Filters
- Created From / Created Until: Allows users to filter invoices based on a specific date range for when they were created.
2.4. Record Actions
- Synchronize: Synchronizes the current list of invoices with an external or internal system to ensure the data is up to date.