Sales documents
The Sales Documents list shows the invoices and credit notes your company issues. Use it to follow each document from validation through delivery and open documents that need attention.
Open Documents, then Sales. The list follows the country and environment selected in the sidebar. The number beside Sales Documents is the number of documents that match the current search and filters.
Read the list
The default view shows these columns:
| Column | What it tells you |
|---|---|
| Document Number | The invoice or credit-note number. Choose it to open the document. |
| Document | Whether the document is ready, still processing, needs correction, or has passed its checks. |
| Delivery | Whether delivery has started and whether it succeeded. |
| Business | A response from the receiver, when the selected country supports one. A dash means there is no response to show. |
| Document Type | The kind of document, such as B2B Invoice or B2B Credit Note. |
| Company / Branch | The company and branch that issued the document. |
| Invoice Total Amount | The total amount on the document. |
| Issue Date | The date the document was issued. |
| Document Currency | The currency used for the amounts. |
| Actions | Open the available PDF or XML. |
You can change the columns by creating or editing a view.
Read the statuses
Document, Delivery and Business describe separate things, so read them separately. A document can be Compliant but show Delivery Failed: it passed its checks but did not reach the buyer. A document marked Needs Correction shows Not Started for delivery, because it cannot be sent until it is fixed.
The values you see depend on the selected country. Document statuses lists every one, what it means and what to do.
To change or reverse a sales document that was already sent, issue a credit or debit note. See Correct, cancel or reject a document.
Work with a sales document
- Choose the document number to open it. Documents marked Needs Correction open in the correction form.
- Choose View PDF or View XML in the Actions column. View PDF is unavailable when a PDF has not been produced.
- Select one or more rows, then choose Actions to export, download, or email them. See Download, export and email.
- Choose Create new document to enter one by hand, or Upload new document(s) to import documents from a file.