On the Sales (lines) for invoicing screen you can get information about your sales that are not yet invoiced. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a drop down menu that allows you to Create financial document. There are radio buttons before that. They allow you to select the type of the financial document – Invoice, Receipt, Cash Bill or Pro forma Invoice.
There’s also a blue magnifier button that’s used to show and hide the Filter section.
Within the Filter (2) section there are buttons that allow you to filter based on something specific like a Date range, Company, Client and Currency for invoicing. Most of them are drop down menus where you can select your filters. The different options are described in the table below:
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the time the sale happened |
| Company | Allows you to choose the company that made the sale |
| Client | Allows you to choose the client of the sale |
| Currency for invoicing | Allows you to select the currency of the invoice you are creating |
After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results.
Within the Result (3) section you will see the sales that happened based on your filter criteria, one line of a sale on each row. The system will show you the information in a table with the following columns:
| Column | Meaning |
| Number | Number of the order or reversal |
| Date | Document date |
| ID | The ID of the item |
| Name | Name of the item |
| Brand | Brand of the item |
| UM | Unit of measurement |
| Quantity | Quantity of the item |
| For invoicing | Quantity to be invoiced |
| Currency | Currency of the purchase |
| Amount | Amount of the purchase |
| For invoicing | Amount to be invoiced |
| For invoicing, BGN | Amount to be invoiced, calculated in BGN |
plus the additional buttons for more information about the previous column (
) and more info for the sale (
), which opens the sales record.