The complete invoice document consists of 5 tabs: Basic Data, Details, Distribution, Approval Path, Comments and Attachments.

Basic data

The tab contains sections with information about the company, contact details, and the tax identification numbers (NIP) and account numbers of the payer and the contractor.

Data about the organizational structure and the invoice itself, such as its numbers, related persons (issuer, notified supervisor), and statuses.

Sections for integration with other documents (e.g., Business Trips) and additional document linkages.

Details

This section contains invoice details: dates, payment methods, currency, VAT, and description. Attachments can also be added here.

In the detailed data, invoice items are also entered, which are then calculated in the summary.

The payments section with transfer statuses and the transfer details tab.

Distribution

This tab contains the invoice posting table.

Approval path

In the Approval Path tab, decision-makers are assigned. Depending on your company’s procedures, the approval path may be filled in automatically and locked for editing.

Comments and attachments

The tab is used for entering additional comments and attachments.