Introduction

This guide shows how to book invoices or credit notes in TRAEDE. Whether you're working with a single invoice or managing several at once, this article will help you understand how to update the invoice status to "booked" efficiently.

This guide is useful for sales or finance team members who need to manage invoice processing within TRAEDE.

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Booking a single invoice or credit note

1. From the TRAEDE home screen, navigate to Sales → Invoices.

2. In the overview, you will see all your open invoices and credit notes.

3. Click on the specific invoice or credit note you want to book.

4. In the invoice view, click the Book invoice button at the top.

Booking multiple invoices at once

1. From the Invoices overview, mark the checkboxes for the invoices you want to book.

2. Click on the Action button at the top.

3. Select Bulk update data from the dropdown.

4. A new menu will appear—click on Status.

5. Choose Book invoice and then click Update.

Once the update is complete, the selected invoices will be booked, and you can confirm this from the invoice overview.