Invoice list, filters, and templates

Open Invoices. In the list, you will see the document number, amounts excluding and including VAT/VAT, the outstanding balance, Contact, the date, the Payment due date, the status, and actions. Additional columns depend on your system settings and permissions.

Enter a number, customer name, or other visible value in the search field. Click Filters when you need a more precise selection. You can choose the period, status, Contact, salesperson, currency, reverse VAT, presence of files, and payment method. In the Additional filters section, you can quickly find unsent, unpaid, overdue, or recurring Invoices.

Statuses indicate:

• Unpaid – no payments or credits applied;
• Partially paid – only part of the amount covered;
• Paid – balance is zero;
• Overdue – due date has passed, but a balance remains;
• Cancelled – document remains in the history but has been voided; - template – the document is not yet complete.

The summarize button opens a results bar that may display customer debt or other summary figures. The figure depends on active filters and the records currently visible to you. bookmarks is used for the templates list: save frequently used filters, columns, and sorting settings. If Invoices is missing, first clear the filters and check the selected template.

Row actions typically include options for email, PDF generation, and the creation or editing of related Task items. An action may not appear if you lack the necessary permissions or if the document is locked.

Related articles

• Creating and editing an Invoice
• Items, VAT, discounts, and totals on an Invoice