Overview
Tracking invoices is key for smooth operations and accurate records. Use this guide when you need to locate specific invoices for reporting, follow up with clients, or review billing history.
Understanding Invoice Statuses
Before you start, here's what each status means:
Draft: Invoice created but not yet sent to customer
Issued: Invoice is ready to be sent to customer
Cancelled: Invoice stopped, not sent or charged
Step 1: Click Invoices in the left menu bar
In the left menu, click Billing to expand the section, then click Invoices.
This will take you to the full list of invoices, including both drafted and issued ones.
Step 2: Select the invoice you want to view
From the list, click on any invoice row to open its detailed view.
Use the search bar to filter by payer name, boat, or invoice number.
You can also filter by status, customer type, amount range, etc.
Step 3: View invoice details
Once opened, you’ll see a complete summary of the invoice, including:
Invoice reference number and status
Sender and recipient details
Gross amount, VAT breakdown, and total
Payment status (e.g. To Be Paid)
Invoice type and issue status
This page shows the client, what was billed, and to whom.
Step 4: Manage the invoice (optional)
If needed, you’ll find additional actions in the top-right corner. These include:
Download PDF
Edit invoice
Access invoice settings
Issue or send the invoice
Cancel invoice
Export invoice
Use these options only if you need to make updates or complete the billing process.
This summary view gives you everything needed for client communication and record-keeping.
🙋♀️ Need more help? Click the Messenger icon at the bottom right to contact our Support Team.