Main Window
Manage Bar
- Displays lists of all main tools found in Bill Engine:
- Invoices: Shows a list of all your invoices.
- Recurring: Displays a list of all your recurring invoices.
- Inventory: Allows you to draw up a list of all your products and services, their SKUs, prices, applicable tax rates, etc.
- Clients: Displays a list of your clients and related projects.
- Projects: Lets you group your work into separate projects.
- Reports: A place to sort your invoicing information by various parameters for analysis.
- To open an item in the Workspace, click on the item in the Manage Bar.
Top Bar
Provides various filters and views for your invoice and project information.
Workspace
- Displays a list of invoices, a report, the inventory, etc., depending on the tool selected.
- To switch between the List and Grid views, select one of the two View buttons from the right-hand side of the Top Bar.
- To filter entries by keyword or search for a specific entry, type your keyword in the Search field.
- To place a list of entries in a particular order, click on a column header once or twice, depending on the order desired.
- To rearrange columns, drag the column headers left or right.
- To hide or show columns, right-click on any of the headers and add or remove ticks next to the column names.
- To adjust the width of the columns, drag the separator line between two headers left or right.
Bottom Bar
Depending on the Bill Engine function selected, this bar allows adding, editing, sending, or printing various items (invoices, client lists, reports, etc.).