Managing Invoices

Invoice List View

The invoice list provides a comprehensive view of all your invoices with:

• Search - Search by invoice number, customer name, or amount
• Filters - Filter by status, date range, customer, and more
• Sorting - Sort by date, amount, status, or customer
• Bulk Actions - Select multiple invoices for batch operations

Filtering Invoices

Use filters to find specific invoices:

By Status

• Draft
• Sent
• Paid
• Partially Paid
• Overdue
• Cancelled

By Date Range

• Today
• This Week
• This Month
• This Quarter
• This Year
• Custom Range

By Customer

Filter invoices by specific customers

By Amount

Filter by invoice amount ranges

Invoice Actions

View Invoice Details

Click on any invoice to view:

• Complete invoice details
• Payment history
• Email history
• Notes and comments
• Reminder history

Edit Invoice

1. Open the invoice
2. Click Edit
3. Make changes
4. Save

Note: Some fields may be locked for paid invoices.

Duplicate Invoice

Create a copy of an existing invoice:

1. Open the invoice
2. Click Duplicate
3. Edit as needed
4. Save as new invoice

Delete Invoice

Delete invoices that haven't been paid:

1. Open the invoice
2. Click Delete
3. Confirm deletion

Warning: Deleted invoices cannot be recovered.

Bulk Operations

Select multiple invoices to:

• Export - Export selected invoices to CSV or Excel
• Change Status - Update status for multiple invoices
• Send Emails - Send invoices to customers
• Delete - Remove multiple invoices

Invoice Details Page

The invoice details page includes several sections:

Details Tab

• Invoice information
• Line items
• Totals and tax breakdown
• Customer and company information

Payments Tab

• Payment history
• Add new payment
• Payment plans and installments
• Payment receipts

Emails Tab

• Email history
• Send invoice via email
• Email tracking (opens, clicks, delivery status)

Notes Tab

• Internal notes
• Customer notes
• Activity log

Reminders Tab

• Payment reminder history
• Send manual reminder
• Automated reminder settings

Exporting Invoices

Export invoices in various formats:

1. Select invoices (or use "Select All")
2. Click Export
3. Choose format:
   • CSV - For spreadsheet applications
   • Excel - Excel-compatible format
   • PDF - Individual PDF files

Invoice Numbering

Invoice numbers are auto-generated but can be customized:

• Format: Configurable in settings
• Sequential: Automatically increments
• Custom: Can be manually set per invoice

Best Practices

1. Regular Review - Review invoices regularly to track status
2. Follow Up - Use reminders for overdue invoices
3. Organize - Use filters and tags to organize invoices
4. Backup - Export invoices regularly for backup
5. Track Payments - Record all payments promptly

Next Steps

• Sending Invoices - Learn about email functionality
• Invoice Statuses - Understanding status workflow
• Payment Tracking - Record and track payments