The invoice list
Invoicing › Invoice list is the control room for all invoices: KPI cards on top, status filter buttons, and the invoice table with totals in the footer.
The KPI cards
Seven cards summarize the current situation at a glance:
| Card | Meaning |
|---|---|
| Overdue (red) | Invoices past their due date and still unpaid. |
| Unpaid (amber) | Open invoices not yet paid. |
| Partially paid | Invoices with some payment received. |
| Advance payments (purple) | Money received on invoices that are not open yet — click the card for a drill-down list. |
| Collected this month (green) | Payments received this month. |
| Issued this month | Invoices created this month. |
| Issued today | Invoices created today. |
Status filter buttons
Below the cards, a row of toggle buttons filters the table by status. Each button shows the count and the amount it represents, and you can combine several. The main statuses are Draft, Unpaid, Paid and Cancelled; flag buttons (Overdue, Partially paid, Over paid, Collections, Fully/Partially credit noted, Fully/Partially refunded) add their invoices to the view. Every button's count is always recounted inside the current view — see Status filter buttons & combinations for the full rules, diagrams and a worked example.
What each status means is covered in Payments & invoice statuses.
Searching and filtering
- Date range pickers for Invoice date and Duedate, with presets (today, last 7/30 days, this/last month, years, custom range).
- Search product in lines — find invoices containing a product (type at least 3 characters).
- The table's own Search box matches invoice numbers, customers, references, etc.
- An auto-refresh switch can reload the list every 30 seconds…1 hour.
The table
Columns include status badges, invoice number, payer, linked order, dates (invoice, due, paid, sent/printed/downloaded/reminder), invoice total, total paid, due amount, overpaid and refunded amounts, reference number, who invoiced, and profit figures. The footer row sums the money columns for the current filter.
Per-row icon buttons: preview (read-only invoice view), edit, duplicate, print, view PDF, download, delete (asks for confirmation). With checkboxes you can select several invoices and Combine invoices (same customer) or Bulk delete. The table can be exported (Copy / CSV / Excel / PDF / Print) and columns toggled.
Good to know
- The list never recalculates invoices — it shows the stored status and amounts. Statuses change when you act on an invoice (send, record a payment, issue a credit note).
- Draft invoices are excluded from accounting figures until they are sent/opened.
- See Creating an invoice for the editor and Payments & invoice statuses for recording payments.