How to get here
Click Invoices in the left-hand menu.
You are now on the Invoice List screen.
1. Review the analytics overview
At the top of the page you see five overview cards. Each card shows a count and a percentage ring so you can see the state of your invoices at a glance.
Total — The total number of invoices across all statuses.
Paid — How many invoices have been paid and their share of the total.
Unpaid — How many invoices are still open (awaiting payment).
Overdue — Invoices marked as uncollectible – payment was not received in time.
Draft — Invoices that have been created but not yet sent.
2. Filter by status tab
Below the analytics cards is a row of tabs. Click a tab to show only invoices with that status.
All — All invoices, regardless of status.
Paid — Invoices that have been paid in full.
Authorised — Payments that have been authorised but not yet captured.
Draft — Invoices saved as drafts – not yet sent to the customer.
Open — Invoices that have been sent but not yet paid.
Uncollectible — Invoices where the system could not collect payment.
Cancelled — Invoices that have been cancelled.
Debt collection — Invoices that have been sent to a debt collection agency.
Expired — Invoices whose payment window has passed.
Failed — Invoices where the payment attempt failed.
Each tab shows a badge with the number of invoices in that status.
3. Use the toolbar filters
The toolbar sits directly below the status tabs.
Start date — Optional. Only invoices created on or after this date will be shown.
End date — Optional. Only invoices created on or before this date will be shown. The field turns red if it is earlier than the start date.
Search — Optional. Type a customer name or invoice number. The list updates as you type.
When filters are active, a summary bar shows the applied filters and the number of results. Each active filter appears as a chip you can click to remove. Click Clear to remove all filters at once.
4. Read the invoice table
Each row in the table shows one invoice.
Checkbox — Select the invoice for bulk actions.
Invoice — The invoice number (or ID if no number has been assigned). Click to open invoice details.
Customer — The customer's avatar, name, and company name or email. Click to go to the customer's profile.
Creation date — The date the invoice was created (e.g. 01 Jan 2025).
Due date — The date the payment is due.
Payment method — How the customer is expected to pay (Cash, Card, MobilePay, Bank transfer, Cheque, or Other).
Amount — The total amount in the invoice's currency.
Status — A colour-coded label: green for Paid, yellow for Open, red for Failed/Uncollectible, grey for others. Shows "Refunded" if fully refunded, or "Partially refunded" if partially.
Click a column heading to sort the table. Click again to reverse the sort direction.
5. Use row actions
Click the three-dot menu icon on the far right of an invoice row.
View — Opens the full Invoice Details screen. Always shown.
Send invoice — Sends the invoice (or receipt) to the customer by email. Shown when the invoice is not Cancelled and not in Debt collection.
Send draft — Sends the draft to the customer. Shown only for draft invoices.
6. Use bulk actions
Select one or more invoices using the checkboxes, then click the three-dot menu icon in the toolbar at the top right.
Download all selected invoices — Downloads PDF copies of the selected invoices.
Send all selected invoices — Sends each selected invoice to its customer.
Send payment reminders — Sends a payment reminder by email for each selected invoice (eligible for Open, Uncollectible, Expired, Failed, or Authorised).
Send all selected to debt collection — Forwards the selected invoices to a debt collection agency. Requires Uncollectible status and a subscription above Standard.
Mark all selected as cancelled — Cancels the selected invoices. Owners/BoxManagers can also cancel Debt collection invoices.
Refund all selected invoices — Starts a refund for each selected invoice. Requires Paid status and the Owner or BoxManager role.
Export all selected invoices / Export all invoices — Downloads a CSV file with either the selected invoices or all invoices matching the current filters.
7. Navigate between pages
At the bottom of the table you will find pagination controls.
Rows per page — Choose how many invoices to show per page (default is 10).
Page arrows — Move forward or back through the pages.
Compact toggle — Switch between a compact view with smaller row heights and the standard view.
8. Create a new invoice
Click the + New invoice button in the top right corner. You are taken to the invoice creation screen.