Invoice Table
The table displays:
Invoice ID: Click to view details in Xero
Client: The participant the invoice is for
Amount: Total invoice value
Issue Date: When the invoice was created
Due Date: Payment deadline
Status: Current state of the invoice
Invoice Statuses
Draft: Created in Xero but not yet approved
Awaiting Approval: Pending authorization in Xero
Awaiting Payment: Approved and sent, waiting for payment
Paid: Payment has been received
Filtering
Use the search bar to find invoices by Invoice ID or Client name. Use the status filter dropdown to show only invoices in a specific state.
No Xero Connection
If Xero is not connected, you'll see a prompt to connect. Click "Connect Xero" to go to Settings → Integrations where you can establish the connection.
Generate Invoices
The Generated Invoices tab shows a history of all completed bulk invoice runs. Each record represents a batch of invoices that were created and sent to Xero.
After Generation
Once invoices are generated and in Xero, any changes (approving, sending, marking as paid) must be done directly in Xero. Use the "Sync with Xero" button on the All Invoices tab to pull updated statuses back into Imploy.
Managing Bulk Drafts
When you start a bulk invoice but don't generate it immediately, your progress is saved as a draft. This lets you prepare invoices over multiple sessions.
What Gets Saved
A bulk draft preserves:
The date range you selected
The due date (if set)
Which entries are included or excluded
Which clients are included or excluded
Invoice recipient selections for each client
Send-to contact selections for entries
Tax option setting
Resuming a Draft
Go to the Bulk Drafts tab to see your saved drafts. Click on a draft to open it and continue where you left off. All your previous selections are restored.
Deleting a Draft
If you no longer need a draft, open it and click the delete button. This removes the draft permanently. The underlying billable entries are not affected and can be included in a future invoice run.