Documents interface

The Documents section is where you view, create, upload, edit, and send documents (invoices and credit notes). See Document model and Creating documents.

Inbound and outbound

• Inbound — Documents that were received (e.g. via Peppol). They appear in Documents → Inbound.
• Outbound — Documents you created or uploaded and can send. They appear in Documents → Outbound.

The list can be filtered by direction. See Receive by Peppol and Document model.

List view

The document list is shown in a table with columns: number, issue date, format, status, direction, sender/recipient. Filters by direction, status, period, and search are available, plus sorting and pagination. From the list you can open a document and, when applicable, perform quick actions (send, delete). See Status lifecycle.

Create and upload

• Create — Use the “Create” action, choose format and direction, fill in the unified form (header, line items, totals, optional). Submit to create the document. See Creating documents and Formats.
• Upload — Use the “Upload” action, choose an XML file, and if needed select or detect the format. Submit to create the document. See Creating documents.

Document details (view)

When you open a document you see tabs or sections: Summary (metadata), PDF (view or download), XML (view or download), History (status log and/or related transactions). See Document model and Status lifecycle.

Actions (from details)

From document details you can: Edit, Send by Peppol (recipient from metadata), Send by email, Delete, Download PDF. See Send by Peppol and Send by email.

Duplicates

If the system detects that a document may be a duplicate (same business key), it may show duplicate information (e.g. DuplicatesNotification or duplicate_ids). This helps avoid sending the same invoice twice. See Document model.