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Purchase Invoices
Application: https://app.tracki.fi/purchase-invoices
Manage and track invoices received from freelancers and subcontractors.
Overview
The Purchase Invoices page allows you to view, manage, and process all invoices sent by freelancers working on your projects.
Filters and Controls
| Filter | Description |
|---|---|
| Date Range | Select the time period to view invoices |
| Status | Filter by invoice status (multi-select) |
| Search | Search by sender name or invoice details |
Available Status Filters
- Created: Newly created invoices
- Sent: Invoices submitted by freelancers
- Approved: Approved invoices pending payment
- Paid: Completed payments
- Denied: Rejected invoices
Invoice List Table
| Column | Description |
|---|---|
| Sender / User | Company name and associated freelancer |
| Invoice Date | Date the invoice was issued |
| Due Date | Payment due date |
| Time Period | Period the invoice covers |
| Total | Amount before VAT |
| Total + VAT | Total including VAT |
| Status | Current status (editable) |
| Actions | Download PDF |
Working with Invoices
Viewing Details
- Click the expand chevron (▼) to view line items
- See project breakdown, quantities, and unit prices
- View amounts for each line item
Quick Actions
| Action | How To |
|---|---|
| Copy values | Click on any date or amount to copy |
| Update status | Use the status dropdown in the row |
| Download PDF | Click the PDF icon in Actions |
| View details | Click the expand chevron |
Processing Workflow
- Review - Check invoice details and line items
- Approve/Deny - Update status based on review
- Pay - Mark as paid after processing payment
- Archive - Completed invoices remain in history
Tips
- Use status filters to find invoices needing attention
- Update statuses promptly to maintain accurate records
- Expandable rows show details without cluttering the view
- Export functionality available for accounting purposes