Invoice / Credit note / Direct debit

Header data

Grid

Click Swipe Views
Items
  1. "Document flow" (from version 20)
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Number Visible DESC Yes
Date Visible


Type of invoice VisibleOnlyLandscape


Type of order Hidden

From version 18
Order reason Hidden

From version 18
Amount Visible


Customer document number VisibleOnlyLandscape
Yes
Posting date Hidden


Fixed value date Hidden


Client Hidden

From version 16
Document.Invoice.Attribute1
 Hidden

From version 18
Document.Invoice.Attribute2
 Hidden

From version 18
Document.Invoice.Attribute3
 Hidden

From version 18
Document.Invoice.Attribute4
 Hidden

From version 18
Document.Invoice.Attribute5
 Hidden

From version 18

Items

Head

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information Displays individually defined fields for the document header

Can be activated and deactivated.

 Customer Only displayed when accessed via the summary from the dashboard

Can be activated and deactivated.

 Document flow from version 20

Grid

Click Swipe Views
Item details  
  1. Table
Footer
Total (Amount)
Column definition
Name Visible Sort Full Text Explanation
Picture VisibleOnlyLandscape


Item VisibleOnlyLandscape ASC

Product VisibleOnlyLandscape
Yes
Name Visible
Yes
Quantity Visible


Amount Visible


Batch Hidden


Total Hidden

must be displayed if the footer is to show the document total
Discount Hidden

from Release 20

Pure display, no calculating function.

Item details

Displays all data of the item

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information

Displays individually defined fields for the document header

  • The keys for which document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information.
  • If the document additional information relates to individual product lines, the product must be selected beforehand. 

Can be activated and deactivated.

 To product  

Can be activated and deactivated.

 Document flow from version 20

FAQ
Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be because no code table entry has been created. Please contact your backend administrator and ask them to create the appropriate code tables.

Release

 

Revision #11
Created 2026-08-31 10:33:49 UTC by n8n
Updated 2026-10-15 01:21:26 UTC by n8n