Skip to content
English
Contact Support
  • There are no suggestions because the search field is empty.

What is the invoice overview?

The billing module of the software supports you in digitally reviewing incoming invoices and credit notes, which waste management service providers can send directly to the software via email.

In the Invoice Overview, you can view, filter, download, and review all invoices and credit notes stored in the software. However, access is limited to Admin or Accounting users.

The Invoice Overview is divided into two sections:

  1. Invoices (including detailed views of invoices or credit notes)
  2. Incoming Billing Documents

The Invoices Section

In the Invoices section, you can view all invoices and credit notes stored in the software and perform various actions.

💡 Note: Before starting a new search, make sure all filters are reset by clicking Reset Filters.

Available Actions

Below is a brief overview of all actions that can be performed in the Invoices section:

  • Filter invoices and credit notes by various criteria
  • Reset filters
  • Sort the list by different information (columns)
  • Bulk download of invoices as a ZIP file
  • View the detailed view of an invoice or credit note

The Detailed View

In the detailed view of an invoice or credit note, you can perform the following actions:

  1. Document Data: Automatically extracted document data can be adjusted.
  2. Line Items: Individual line items on the invoice can be reviewed and matched with the data stored in the software. You can also filter by various criteria (order number, external contract number, waste code [AVV], service, service provider, service period, location) and digitally check off line items in the PDF document.
  3. Clarifications: Add clarifications, add comments, and mark them as resolved.
  4. Excel Attachments: Download Excel attachments sent with batch invoices.
  5. Complete: Finalize the invoice review.
  6. Download: Download the invoice or credit note document.
  7. Magnify Function: Use the zoom tool for better visibility.

The Incoming Billing Documents Section

In the Incoming Billing Documents section, all incoming invoice or credit note documents are displayed.

Use the Upload File for Location button to upload files from your computer and add them to the view.

The Complete button next to the invoice preview opens a window with invoice data and also displays the invoice. In the newly opened window, you can complete missing information. The software already extracts many relevant data points automatically.

Information such as the location or service period typically cannot be extracted as they are not included on the invoice.