Invoices Overview
The Invoices module lets you bill customers for completed or in-progress work orders. Each invoice is linked to a work order and tracks the payment balance automatically.
To access, click Invoices in the left sidebar.
Invoice List
Section titled “Invoice List”The list displays all invoices with the following columns:
| Column | Description |
|---|---|
| Number | Auto-generated invoice number |
| Type | Invoice (Final) or Proforma Invoice |
| Customer | The customer being billed |
| Status | Current payment status |
| Issue Date | Date the invoice was created |
| Due Date | Payment deadline |
| Total | Total invoice amount |
| Balance | Remaining unpaid amount |
Summary Cards
Section titled “Summary Cards”At the top of the page, three summary cards show:
- Unpaid — total amount and count of unpaid invoices
- Overdue — total amount and count of overdue invoices (issued with due date passed)
- Received (Last 30 Days) — total payments received in the last 30 days
Click any card to filter the list to that group.
Filters
Section titled “Filters”- Search — search by invoice number, customer name, or work order number
- Status filter — filter by invoice status
- Type filter — filter by invoice type (Invoice or Proforma Invoice)