The invoice list is the main workspace for managing existing invoices.
What users can do
- Create a new invoice
- Search invoices
- Filter by status
- Open invoice overview
- Open preview
- Edit an invoice
- Delete an invoice
- View outstanding amount
- View GST status
- View ZATCA status
Search
The search box can be used for:
- Invoice number
- Customer name
- Status
- Date
- Amount
Status filters
Available filters:
- All
- Paid
- Sent
- Overdue
- Draft
- Cancelled
- Partially Paid
Invoice table columns
| Column | Description |
|---|---|
| Customer | Customer name from invoice receiver details. |
| Status | Current invoice status. |
| Outstanding | Balance remaining after recorded payments. |
| Amount | Invoice grand total. |
| ZATCA Status | ZATCA submission/clearance status if enabled. |
| GST Status | GST filing status if GST add-on/data is available. |
| Created | Created date. |
| Actions | Edit, preview, overview, delete. |
Common actions
Overview
Opens the invoice detail/overview page. Use this for payments, reminders, settlement, and receipts.
Preview
Opens the preview page for PDF layout, download, print, and share.
Edit
Opens the invoice builder with existing data.
Delete
Deletes the invoice from the active list.