# Principal Invoices

_Applications › PrincipalsInvoice_

![Principal Invoices](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/56d565881f4d1ca5f0366a5631a3f9b6.png)
*Principal Invoices*

## Overview

The Principal Invoices application provides a list-based workspace for reviewing principal-related invoice records within Account Invoices. Finance officers, account managers, and project managers use it when they need to review invoice information by job, client, principal, invoice date, shipment date, and displayed amounts.

Use this page to select the relevant invoice scope, apply a suitable list layout, review the displayed records, and export the current list when required. The available screens do not provide actions to create, approve, post, or edit an invoice; they support viewing, organizing, refreshing, filtering, and exporting invoice information.

## Settings

Before working with the list, set up a layout that displays the columns your team needs.

1. Open the Principal Invoices workspace and select **Layout (icn icn-layoout)** to manage the list layout.

   ![Principal Invoices](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/73586407b329edf8acffd675e7e81bc4.png)
*Principal Invoices*

2. Decide whether to use the supplied layout or a saved layout:
   - Select **Standard Layout** to return to the standard column arrangement.
   - Select **Add Layout** to create another layout.
   - Enter a descriptive value in **Layout name**.
   - Select **Save** to save the new layout.
   - Select **Cancel** if you do not want to keep the changes.

3. Choose which information should appear in the list by selecting **Columns Chooser**. Use this option when you need to focus on invoice identifiers, job information, client and principal details, dates, notes, or amounts.

4. When updating an existing saved layout, select **Update Current**. If the current layout is no longer required, select **Delete Current**, then confirm with **Delete** where prompted.

> **Tip:** Use a clear layout name that identifies its purpose, such as “Principal Invoice Review” or “Monthly Export.” This makes it easier to select the correct view when several layouts are available.

The available invoice list includes information such as Job no., Invoice No., Client, Principal, Invoice date, Shipment date, Note, and displayed monetary amounts. Configure the layout around the information needed for your review or export.

## Workflow

### Access the invoice list

1. If the system displays the sign-in screen, enter your credentials in **Enter User Name** and **Enter Password**, then select **Login**.

   ![Principal Invoices](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e07770e6557dd4dfa3eac02712f28231.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A32.63%2C%22y%22%3A48.84%2C%22w%22%3A16.6%2C%22h%22%3A4.55%2C%22label%22%3A%221%20%20Login%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A1%2C%22x%22%3A40.93%2C%22y%22%3A51.12%7D%5D%7D)
*Principal Invoices*

![Login](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d92ec89ad9d523f14d852a67515113dc.png)

2. Open **Account Invoices** from the available application navigation.

3. Choose the invoice scope that matches your task:
   - Select **All** when you need to review the available invoice records without limiting the view to the Sales Invoices category.
   - Select **Sales Invoices** when your review concerns sales invoice records.
   - Select **Commission Invoices** when the available invoice category for your work is commission invoices.

> **Note:** The screen provides separate invoice categories, but it does not show a control for moving an invoice between categories. Use the category selection to review the records already available in that view.

### Decide how to review the records

4. Review the invoice rows shown in the list. Use the displayed columns to identify the relevant record by details such as job number, invoice number, client, principal, invoice date, shipment date, note, and amounts.

   ![Principal Invoices](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/aabe449f1381daa01888104cbc329100.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A85.75%2C%22y%22%3A24.07%2C%22w%22%3A9.39%2C%22h%22%3A4.22%2C%22label%22%3A%223%20%20Columns%20Chooser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A90.45%2C%22y%22%3A26.18%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A85.75%2C%22y%22%3A12.84%2C%22w%22%3A9.39%2C%22h%22%3A4.22%2C%22label%22%3A%228%20%20Add%20Layout%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A8%2C%22x%22%3A90.45%2C%22y%22%3A14.95%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A85.75%2C%22y%22%3A8.94%2C%22w%22%3A9.39%2C%22h%22%3A4.31%2C%22label%22%3A%229%20%20Standard%20Layout%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A9%2C%22x%22%3A90.45%2C%22y%22%3A11.1%7D%5D%7D)
*Principal Invoices*

![Columns Chooser](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b501fe2c49bf12d341ee2d20bbc8daff.png)

![Add Layout](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/75ee72203b1e8227edc70fd052cb5399.png)

![Standard Layout](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2dc21a39a2b8f28b3f010ef04cc80853.png)

5. If you need a narrower result set, select **Filter (icn-filter)** and apply the available filter controls. Use filtering before exporting or reviewing a large list so that the displayed records match your current purpose.

6. If the displayed list needs to be reloaded, select **Refresh (icn-update)**.

> **Tip:** Refresh the list before relying on invoice amounts or dates for a review or export, particularly after changing the selected invoice category or filter.

### Decide whether the current layout is suitable

7. If the required columns are already visible, continue reviewing the list using the current layout.

8. If important information is not visible, select **Columns Chooser** and adjust the layout. Save the arrangement with **Update Current** when you are updating a saved layout, or create a separate layout through **Add Layout** and **Save** when the view is needed for a different purpose.

9. If the current arrangement is not useful and you do not want to retain changes, select **Standard Layout** to use the standard view.

### Finish with an export, when required

10. When the displayed records and columns are ready for distribution or further review, select **Export**.

    ![Principal Invoices](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/62fa230aa741e4c15f7c58519f071f90.png)
*Principal Invoices*

11. Treat the exported result as the output of the current list view. Before exporting, confirm that you have selected the correct invoice category, applied the intended filter, and displayed the required columns.

> **Warning:** Export reflects the records currently shown in the list. Verify the selected category and layout before exporting so that the output contains the intended invoice information.

## Examples

A finance officer needs a working list of principal invoice information for a review of sales-related jobs.

1. The finance officer signs in using **Enter User Name** and **Enter Password**, then selects **Login**.

2. From **Account Invoices**, the finance officer selects **Sales Invoices** because the review concerns sales invoice records.

3. The officer selects **Refresh (icn-update)** to reload the list before reviewing it.

4. The officer reviews the list using the available information, including job number, client, principal, invoice date, shipment date, and displayed amounts. For example, the officer can identify a sales invoice associated with job `J26.1216`, client `PP`, and principal `Alfa Laval`.

5. To prepare an export-oriented view, the officer selects **Columns Chooser** and ensures that the required invoice identification, client, principal, date, and amount columns are visible.

6. The officer selects **Add Layout**, enters `Sales Principal Invoice Export` in **Layout name**, and selects **Save**.

7. The officer selects **Export** to produce the current sales invoice list using the selected columns and current results.

This process produces a consistent review and export view without changing the invoice records themselves.

## Tips

> **Tip:** Use **All** only when you need a broad invoice review. Select **Sales Invoices** or **Commission Invoices** when the task requires a specific invoice category.

> **Note:** Saved layouts are useful when different teams need different invoice details. For example, a finance review may require displayed amounts, while a project review may focus on job, client, principal, and dates.

> **Warning:** Select **Delete Current** only when the current saved layout is no longer needed. The action concerns the layout, not the invoice records displayed in the list.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| You cannot access the invoice workspace. | The sign-in screen is displayed or the credentials have not been entered. | Complete **Enter User Name** and **Enter Password**, then select **Login**. If needed, use **Reset Password**. |
| The list does not show the invoice category you expected. | The wrong invoice scope is selected. | Open **Account Invoices** and select **All**, **Sales Invoices**, or **Commission Invoices** as appropriate. |
| Required information is missing from the list. | The current layout does not display the needed columns. | Select **Columns Chooser**, adjust the visible columns, then save the layout with **Update Current** or create a new one with **Add Layout**. |
| The exported information is not current. | The list was not refreshed before export, or the wrong category or layout was selected. | Select **Refresh (icn-update)**, confirm the invoice category and visible columns, then select **Export** again. |

## Related pages

- [PrincipalsInvoice — Overview](doc:principalsinvoice-overview)
- [PrincipalsInvoice — Learning Path](doc:workflows-principalsinvoice)