How to get here
Click Invoice in the left-hand menu.
Find the invoice you want to view in the list and click on it.
You are now on the Invoice Details screen.
1. Check the breadcrumb and invoice heading
At the top you see the breadcrumb trail Dashboard → Invoice → [Invoice number]. The heading shows the invoice number (e.g. INV-0042). If the invoice is a draft, (Draft) is shown next to the number.
2. Use the toolbar actions
Below the breadcrumb is a row of icon buttons. Which buttons appear depends on the invoice status and your role.
Member — Opens the customer's member profile.
Download — Downloads the invoice as a PDF.
Send — Sends the invoice receipt to the customer by email.
Send payment reminder — Sends a payment reminder to the customer.
Send to debt collection — Sends the invoice to debt collection. Warning: automatically cancels all the customer's memberships.
Mark as cancelled — Cancels the invoice. A confirmation dialog appears first.
Delete draft — Permanently deletes a draft invoice. A confirmation dialog appears first.
Refund — Opens a refund form to return money to the customer.
3. Review invoice lines (details card)
On the left is a Details card listing all items on the invoice. Each line shows the item name, SKU, quantity, and price excluding VAT.
At the bottom of the card you see: Subtotal (all lines before VAT), VAT (total tax amount), Discount, Refunds (in red if any), and Total.
Refunding or removing a single line:
Paid invoice: click the three-dot menu (⋮) on the line and select Refund.
Draft invoice: click the three-dot menu and select Remove order line.
4. Review order history
Below the lines is the History card with a timeline of all events (created, paid, failed). Green dots = success, red dots = failure, grey dots = other. On the right you see the order time, payment time, and completion time.
5. Review transactions
If there are payment transactions, a Transactions card is shown below the history. Each transaction shows its status (settled/failed), any error reason, acquirer message, and date.
6. Review customer details
On the right is a Customer info card with the customer's name, avatar, and email. Click the name or avatar to open their member profile.
7. Review shipping details
Below the customer info you see the address and phone number.
8. Review payment details (paid invoices only)
For card payments, the masked card number and card brand icon are shown. For other methods, the method name is shown.
9. Use the payment toolbar
At the bottom of the right panel, depending on invoice status:
Mark as paid — Shown when the invoice is unpaid. Opens a dialog where you select the payment method (Card, Cash, Bank transfer, MobilePay, Other) and confirm.
Retry payment — Retries the payment using the customer's original payment method.
Create invoice — Converts a draft into a real invoice.
10. Refund the full invoice
Click the Refund icon in the toolbar at the top.
Enter the refund amount (defaults to the full remaining amount) and an optional comment.
Click Refund.
You see the confirmation "Refund sent to customer!".