Invoicing root folder

Sql folder for filtering Invoices according to the following criteria:

• Customer: Search the client name of the project
• Project: Search for the project code
• Number: Search for the invoice number
• Date interval from-to

• Only takes into account projects that have open services, expenses or outlays
• By default, the filter is based on the current logged-in user as project leader
• A by-date can be specified
• It can be defined that only active projects should be searched (default)

Sql folder that shows all Invoices that have not been charged and are not marked as proforma.

Contains all cleared invoices for which the “Paid” checkbox is not set. Proforma
invoices are not shown.

Contains all cleared invoices for which the “Paid” checkbox is not activated and for which the due date has passed. Proforma
invoices are not shown.

Sql folder that shows all paid invoices with invoice date for a selected period.

Invoicing with the following subfolders:

• Invoice search
• Projects with open fees
• All provisional invoices
• All open invoices
• All overdue invoices
• Paid invoices
• Evaluations

•  User group Folder Access Invoicing: Control the visibility of the root folder invoicing.

The users must be User group assigned to the corresponding user group.

• Activity type invoice