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Invoice List - Tax Invoice

Invoice List - Tax Invoice

The Invoice List / Tax Invoice page provides a comprehensive overview of your issued documents.

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Important Information for Free Plan Users:

In the Free plan, only invoices issued in the current calendar year are visible in the document list. When a new year starts, previous year's invoices remain visible only until the first invoice of the new year is issued, or until January 31st at the latest. Note: Invoices are NOT deleted. They remain accessible in the account and will become visible again if you upgrade to a Basic, Standard, or Pro plan.

Key Features on the Invoice List Page

1. Issuing a New Document

Start the process using the button in the top right corner. A panel will appear where you can select the document type (Invoice, Proforma, Receipt, etc.).

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2. Search and Statistics

  • Search: Search by customer name, invoice number, full email address, or tags. (Note: Search for prefixed invoice numbers without the prefix).

  • Statistics: A panel at the top shows your income and expenses via diagrams. It also displays totals for Overdue / Paid / Outstanding amounts and estimated VAT. Clicking the star icon next to them, each can be highlighted. You can hide this panel if preferred.

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3. Filtering

  • Date Filtering: Filter by Issue Date (default), Payment Date, or Fulfillment Date using the calendar panel.

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  • Quick Filters: Use the buttons above the list to quickly filter for Paid / Outstanding / Overdue statuses.

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  • Detailed Filters: Access more criteria via the "Filters" button, including Payment Method, Document Block, and Document Type.

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Note: You can delete the filters by clicking the x icon after the filter is applied or with the trash icon if you want to delete all of the filters.

4. Customizing the List View

Click the gear icon to choose which columns to display (e.g., Partner tax number) and to change their order.

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5.Group settings

On the left side of the toolbar, you will find the Group operations drop-down menu. Here, you can access functions such as the collective Set to Paid or Bulk Printing, as well as Bulk Cancellation. The menu is only available once you have selected at least one item from the list. 

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Detailed Data in the List

Document Type and Serial Number

  • Type: Shows the document type (Invoice, Receipt, Proforma, Draft, etc.)

  • Serial Number: Documents are listed in chronological order (latest on top by default). 

  • Repeating Invoices: A green icon indicates if a document has recurring automation set up.

Partner and Payment Status

  • Partner: Displays the recipient's details.

  • Payment Status: Shows the status (Overdue / Paid / Partially Paid / Outstanding).

    • Numbers: A positive number indicates days until the deadline; a negative number indicates days overdue.

    • Action: Click the number to record a payment (date, amount, method). Partial payments are highlighted in red.

    • Icons: "X" indicates a cancelled  invoice; a purple pencil icon indicates a draft.

Notifications

Displays the status of sent email notifications. Hover for details or click to see the history and scheduled future reminders.

Totals

Shows the gross total of the document.

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Actions (The Three Dots)

Click the three dots at the end of a row to access document-specific operations:

  • Preview, Edit, Delete (for Drafts)

  • Copy, Send via Email, Print

  • Cancel, Modify

  • Manage Attachments

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Note: Available actions depend on your subscription plan and the document type.