Open the three areas
Open Accounting in the sidebar. Under Expenses you'll find receipts, under Income the invoice management, and under Settings the tax profile and BMD export profiles. Older invoice links lead into Accounting's invoice area. Invoice design and email settings are found within invoice management itself.
Check the organization and basic settings
Before your first invoice, check the active organization. Maintain the tax profile, invoice issuer, bank details, invoice defaults, and sending method. The AT or DE choice designates Austria or Germany, not the language. Set the invoice language separately.
The steps are covered in Set up accounting and invoice sending.
Search and filter income
Switch to Income. The invoice overview offers status filters like Draft, Sent, Paid, and Overdue, plus a search by customer or invoice number. Open a row for line items, PDF, and payments. Reach templates and products via their icons in the toolbar.
Read the invoice totals correctly
The tiles for open, overdue, paid, and draft are invoice totals. They aren't a complete bank or cash-flow overview. The current calculation of open totals doesn't subtract partial payments individually; you see the remaining amount in the invoice's payment area. The comparison of paid invoices to the previous month follows the invoice date. With several currencies, totals aren't automatically converted into one shared currency.
Create an invoice or a receipt
For an outgoing invoice, choose New invoice under Income. For an expense, open the receipt upload under Expenses. Uploading a file first creates a receipt; turning it into a Budgeting expense is a separate action in the regular accounting dialog.
Export the invoice list as CSV
In Income, set the status filter and search term you want and click CSV export. Every matching invoice is exported, not just the rows already loaded. The file contains number, customer, status, invoice date, due date, amount, and currency. Drafts with no final number have an empty number field. Line items, payment history, and original receipts aren't part of this CSV.
Mind access rights
Data belongs to the current organization. Roles can restrict visible invoices and receipts by project. Owners and Admins have no such project restriction; unassigned records stay accessible even with a project filter active. The Viewer role can't upload receipts or send invoices. The tax profile, BMD profiles, and sending configuration require Owner or Admin rights.
Common pitfalls
Overdue doesn't mean a reminder was successfully sent
An invoice can appear overdue based on its date even though no reminder email was ever delivered. Check the open amount and the actual history before following up.
CSV isn't a complete accounting backup
The list export contains selected invoice fields. It replaces neither invoice PDFs nor the original receipts or payment data.
Frequently asked questions
Are income and invoices separate data sets?
No. Income contains Accounting's invoice management. Old invoice links lead to the same data.
Why can I only read the tax profile?
Editing requires Owner or Admin rights in the active organization.
Does the CSV only export my current screen?
No. It loads every invoice matching the status filter and search within your access scope.