Sign in: https://pro.oblist.com → sidebar Invoices.
1. What this section is for
Invoices lists the customer-facing invoices you must issue for orders on the platform (B2C, and B2B when the order is tagged accordingly—the list can show a B2B badge next to the status).
These documents are yours as the vendor: the platform generates a draft to save time, but you remain responsible for checking tax wording, VAT breakdown, and final issuance (see the disclaimer on the preview screen).
Not to be confused with Payments, which is about Oblist commission invoices and payouts—not the same as customer invoices.
2. The invoice list (main table)
Column | Meaning |
Invoice | Invoice number (or draft identifier). |
Order Number | Oblist / Shopify order reference. |
Date | Invoice date shown on the document. |
Status | Lifecycle of your customer invoice (see §4). May include extra badges (B2B, Credit Notes, Refunds). |
Payment Status | How the order was paid from the buyer’s side (e.g. Pending, Paid, Refunded—labels come from the order, not from the invoice editor). |
Amount (Inc. Tax) | Total including tax in the order currency. |
Actions | Context buttons: preview, edit, view HTML/PDF, credit notes, etc. (they change with status). |
Pagination at the bottom lets you change page and page size (query parameters
pageandlimitare synced in the URL so you can bookmark a page).Draft rows are clickable: clicking the row opens the preview flow (same destination as Preview for validation).
3. VAT and fiscal fields (edit screen)
Open an invoice in edit mode from the preview (Edit button) or via navigation to /dashboard/invoices/[id]/edit.
What you cannot change
The yellow notice on the edit page states clearly:
Product prices, quantities, and line totals are locked because the order was already confirmed and paid. You cannot use this screen to change commercial terms after the fact.
What you can change (VAT is included in prices)
Amounts are stored tax-included. When you change a VAT (%) value on a line:
The total for that line does not change; the app splits the same total differently between net and VAT for display and PDF.
You can set VAT per product line and per shipping block (shipping has its own VAT (%) and recalculated VAT amount).
Use this for correct fiscal breakdown in your jurisdiction, within the constraint that the paid total stays the same.
You can also adjust:
Invoice date — must be on or after the order date.
Due date — must be strictly after the order date (the form enforces this).
Currency is shown as read-only with the conversion rate used on the order (for transparency when the order was not in EUR).
Tax mention (France only)
If your vendor account country is FR, a Tax Mention card appears with:
Automatic (recommended)
Specific French legal mentions (ex. 262 ter-I, 262-I, 293 B, 297-A, etc.)
No tax mention
This drives optional legal wording on the PDF/HTML. It is stored together with any Notes you keep (technical tag + free text).
Saving your VAT / date changes
Use Validate and Save (top right on the edit page when status is Draft). That PATCHes the invoice and sends you back to Preview so you can re-read the layout before final validation.
4. Status and editability (definitions)
Invoice status (customer invoice)
Status | Meaning for you |
Draft | Generated or still editable path; not yet your official “closed” invoice. Use Preview and Edit to adjust VAT/dates, then Validate on the preview when ready. |
Finalized | You have confirmed the draft (Validate on the preview). The document is fixed for normal editing; you can mark as sent, view / download PDF, and handle credit notes if needed. |
Sent | You marked the invoice as transmitted to the customer (workflow step in the dashboard). |
Paid | Used when the invoice is considered paid in your internal tracking (after payment is settled). |
Editability (extra badge on the list)
You may see:
Label | Meaning |
Editable | Draft phase—VAT and dates can still be adjusted (subject to API rules). |
Non-editable | The platform has locked edits (e.g. automatic finalisation window); you can still view / PDF depending on status. |
Finalized | Same idea as status Finalized from an edit-lock perspective. |
Exact combinations depend on backend rules; if a button is missing, the invoice is in a state that does not allow that action.
5. Preview vs validate (two different steps)
Preview (/dashboard/invoices/[id]/preview)
Shows the full layout in an iframe loaded from the HTML invoice endpoint (what the customer would see on paper/PDF).
Displays the legal disclaimer that Oblist only provides a convenience draft and that you remain solely responsible.
Draft: buttons Edit (back to VAT/dates) and Validate (this is the finalisation action—it calls
POST …/validateand sets status to Finalized).After finalisation: Download PDF, and Create Credit Note when refunds apply.
Validate (green button on preview)
Finalises the invoice (Draft → Finalized).
After success, reload the data; you will no longer see Edit / Validate for that draft path.
6. After finalisation
From the list, for Finalized (and later states):
View — open HTML in a new tab.
PDF — download the PDF.
Mark as sent — available from the edit page when status is Finalized (workflow to move to Sent).
Create Credit Note / Manage Credit Notes — when the order has refunds or existing credit notes; a modal helps you manage credit notes without leaving the list.
For Sent / Paid, the list still offers Preview, View (order-based read-only page at /dashboard/invoices/order/[orderId]/edit), and View / PDF for the customer invoice.
7. Refunds and credit notes
If items were refunded, the list may show Refunds (Adjusted) in draft or Refunds Available after finalisation, plus an informational message on Preview when the API returns an adjustment text.
Use Create Credit Note / Manage Credit Notes to align the invoice stack with what was refunded (modal: CreditNoteModal).
8. Good habits
Open Preview and read the iframe every time before Validate.
Align VAT % on lines and shipping with your accountant’s rules (totals stay tax-included).
Keep Tax ID and address correct under Account → Tax ID / billing so headers on invoices stay correct.
Export PDF for your own archive after finalisation.
9. Need help?
vendors@oblist.com — include the invoice number or order number and a screenshot of the Preview or error message.