Documents to Generate E-Invoice

The default list is a header-level report based on documents where e-invoice is either not generated, or generated-and-canceled, or failed. The list is filtered based on user preferences.
When a user accesses OptiE-invoice for the first time, the system prompts the user to choose the defaults (personalization) with a selection screen as below:

If multiple variants have to be stored for future reference, the user can save the current selection-criteria a variant by clicking the Save button.

Variant details (including variant names) can be maintained on the next screen.

Additional options are available in the cockpit itself to filter, export to a spreadsheet, change the layout (re-arrange / exclude/add fields in the display), etc.