Invoices, costs and KPiR

Invoices

The workspace's invoice register: filter, add, edit, bulk edit and assign amounts to IP rights.

Address in the app: /entrepreneurs/:entrepreneurId/invoices

The Invoices window is the workspace's invoice register. For an invoice you can say how much of the net amount belongs to which IP right.

After financial changes to invoices, regenerate the report.

What the window looks like

Parts of the window

1. Bulk edit

   Turns on selection mode and the changes panel. After saving, a button to undo the last bulk edit appears next to it.

2. Filters

   Narrow the list by year, text, tag and import batch. Filter by income type below them narrows by income type too. Text search covers the invoice number, client name and notes.

3. Invoice register

   The table shows 25 invoices per page: number and period, client, amount, IP allocations and tags. Use Previous page and Next page below the table to change pages.

4. Row actions

   IP Box goes to the IP entries of that invoice. Edit loads the invoice into the form. Delete removes it immediately.

5. Adding an invoice

   Invoice number and net amount are required. The attribution period defaults to the current month and the currency to PLN. The allocation row starts as IP transfer with an 85% share. Rows without an IP right or share are not saved.

Parts of the window

1. Edit form

   The same form is used for editing. The title changes to Edit invoice and you can add an allocation row (+ Add allocation) or remove one (Remove).

Parts of the window

1. Selection

   Select the page, all matching invoices, or clear the selection. The count of selected invoices is shown alongside.

2. Bulk edit panel

   Changes the chosen fields in all selected invoices: period, dates, client, notes, tags, income type, IP right and share. Only the fields you set are changed.

Try it live

How to

1. Find an invoice

   Pick a Year, type in Search invoices, or use the tag, import batch and income type filters. The line below the filters shows how many invoices match.

2. Add an invoice

   The Add an invoice form is at the bottom of the page. Enter the number and net amount, and in IP right allocation choose the income type, IP right and share in percent. Then choose Add invoice.

3. Edit an invoice

   Click Edit in the row. The data moves into the form at the bottom of the page. Change it and choose Save invoice or Cancel edit.

4. Change many at once

   Click Bulk edit, select invoices, fill in only the fields to change and choose Apply to .... Right after saving you can revert it with Undo last bulk edit.

5. Go to the IP entries

   The IP Box link in a row opens IP Box for that invoice.

See also

• Expenses
• IP Box
• IP rights
• Reports