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Invoice list

An overview of the Invoices section list.

Maxime Tremblay avatar
Written by Maxime Tremblay
Updated over a week ago

The Invoices section enables you to produce your customer invoices efficiently. Create your invoices in a few simple steps: choose the customer, add the items and adapt the details to your needs.

As in the other sections of Casserole.pro, the list screen offers several practical features:

  • Customized views: Customized views apply to the invoice list. They allow you to select the columns you wish to see on the screen, so as to adapt the view to your needs. You can also choose from pre-configured modes.

  • Select multiple invoices: The Operation button lets you select multiple invoices at once for batch operations. This includes excluding or keeping selected items in your list, making it easier to manage your invoices.

  • View in list” button: Display the list of projects, companies, contacts or costs associated with all invoices displayed.

  • Export: Export the invoice list to an Excel file.

    • The file will contain the columns currently displayed on the screen.

    • To include other columns, adjust the custom view before exporting.

  • Add a new invoice (+) : Add a new invoice quickly and easily using the dedicated, easy-to-access button.


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