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Managing invoices in the administrator

This chapter explains the functions of the Invoices overview in the Joomla! administrator.

  1. Log-in to your Joomla! website administrator
  2. Go to Components > ccInvoices > Invoices

Invoices are ordered “new invoices first” by default.

Invoice overview headers

  • Invoice ID: The invoice number assigned to the invoice
  • Contact name: The name of the company where the invoice is sanded to
  • Contact person: The contact person of the company
  • Invoice Date: The date the invoice was created
  • Amount: The total amount of the invoice is shown here
  • Status: The status of the invoice. This can be Draft, Open, Late or Paid. Click the colored status box to open a small dialog to quickly change the invoice status.
  • Action: Several actions can be done here.
    • The e-mail icon has a few different states:
      • send-inactive Inactive: shown when the invoice is a draft. Drafts can not be emailed.
      • active-email When the invoice is open, click this icon to email it to the contact.
      • Re-send the invoice to the contact.
      • When an invoice past it’s due date you can send the contact a reminder
    • Quickly preview an invoice.
    • Download the invoice to your computer (in PDF format)
    • Print the invoice to your own printer

Batch export to PDF or CSV

To export the invoices to your own computer or for your accountant you can use the 2 options below.

  1. Export by PDF: Select the invoices you want to export (check the check-box in front of the invoice) and click on the PDF link. You can now save or open the exported invoices.
  2. Export by CSV: Select the invoices you want to export (check the check-box in front of the invoice) and click on the CSV link. You can now save or open the exported invoices.

Next to these options you can also change the export template to suit it to your own needs. You can do this in the “Templates” section of ccInvoices.

Changing an invoice status

To quickly change the status of an invoice from the invoices overview, click the colored status box to open a small dialog. Select the new invoice status and apply.

Printing invoices with header and background (browser settings)

Most browsers have a default setting for printing anything (html/websites but also PDFs) with or without the background images and header information (website name and URL). If you try to print an invoice directly via the browser (and not after downloading it to your computer first), it is possible to change the default settings. In Google Chrome, you can select these settings in the print dialog itself, scroll down to view them. In Firefox go to File > Print Preview > Page Setup (preview window) > Format & options > Print Background (colors & images).

EU mandatory XML invoicing:

Since European Union is making it mandatory to emit invoices in XML format for invoices to public entities, and this starting in may 2022 for big enterprises and up to 2023 for small enterprises.
Therefore in ccInvoices version 4.0.2 we made it possible to export XML.

Steps are:

Press the “Export XML” button and you will get the file.