This article deals with the listing of all orders and documents in the customer administration. For more ways to obtain accounting documents, see Invoicing - Sending accounting documents.
In this article you will learn:
Listing of orders and documents
The order statement includes all service orders and renewals, deposits to the imprest account and supplementary invoices. Use it mainly to check the status of orders.
Attention, if you have set up automatic renewal for services, the system will not issue an order even if the payment of the service from the advance account fails! Manually extend such service.
In the statement of documents you will find all documents issued for the services of the account. You can use it mainly to easily find documents of a certain type for a certain period.
You can access your statements by following these steps:
- Log in to the customer administration ⧉.
- Select Billing from the top menu.
- Select Orders or Documents from the left menu.
In the statement you will find orders or documents for the calendar year. Older documents are listed by selecting the corresponding year in the Archive field under the page title.
Click on the order number to open the order detail. In the order detail you can view or download all issued documents for this order. If this order is unpaid, you can also:
Frequently Asked Questions
Why can't I see in the order details to change the billing information?
The order is in a different state than unpaid. You can only change your billing information before the order is paid.
Can I share these reports with others?
Yes, just set this person as an authorized user and assign them to bill for the services.
How do I export the report?
Click the down arrow button () in the upper right corner of the listing table. This will display a list of formats in which you can download the listing.