Overview of invoices in B2B orders

The module Documents in the Granule B2B orders allows to check issued invoices for you supplier offers.
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HINT
For more information on the Granule B2B orders, see the chapter Granule B2B orders in the technical guide.
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This chapter provides a simple example of how to check the issued invoices using the Granule B2B orders.
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CASE SUMMARY
The customer Betty Umbra from Umbra, sole proprietor, has used the Granule B2B orders to create orders for Tecta Ltd. Now she wants to use the Granule B2B orders to check the issued invoices for the goods ordered. This is done as follows:
- Opening the module Documents
- Selecting the criteria for displaying the relevant orders
- Checking invoice details
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1. Opening the module Documents
The invoices can be accessed in the module Documents.
After logging in to PANTHEON Web, the person responsible selects the module Documents from the main menu.

This opens a list of documents.

Then, the person responsible selects the criteria for displaying the relevant orders.
2. Selecting the criteria for displaying the relevant orders
The person responsible wants to view the invoices created from beginning of the year 2023.
In the field Date from, the person responsible uses the calendar to select the start date 01.01.2023.

Only the invoices with the date within the selected period are displayed.

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HINT
In the field Status, you can search by the status of the document: Open, Send, Finished, Rejected, Delivered, Failed.
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3. Checking invoice details
The person responsible wants to see the details of the issued invoice.
This is done by clicking the arrow button
next to the selected document and clicking the PDF document in the list.

The PDF document is displayed.
The person responsible checks the following document details:
Order: 12356/89/1.01.2020
Invoice: 23-3000-000001
Preliminary invoice: 23-0100-000001/19.12.2023

The person responsible scrolls down to check the invoice values:
Total: 6.000,00
VAT: 1.320,00
Amount due: 7.320,00

This completes the check of invoice details.