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  1. Accounting

Invoicing

PreviousAccountingNextPending Invoices

Last updated 7 months ago

The invoicing page gives you a paginated view of all invoices in your organization.

Filters can be applied to show invoices matching specified criteria.

Clicking "Export CSV" will export a .csv file with selections made in the template. (No selection will download all invoices)

Clicking "Export/Import CSV" will export a .csv file to be edited and imported back.

Clicking "Import" will take an invoice .csv file to be imported into Clever Case.

Clicking "Batch Actions" button will show you applicable actions to perform on multiple selected invoices.

Clicking " New" button will you the option to create a new single or batch invoice(s).