Viewing and Filtering Invoices

The Invoices list page is the central place to manage all your invoices. It provides a comprehensive grid view with powerful filtering and search capabilities to help you quickly find the information you need.

The Invoices List Page

The main grid displays key information about each invoice. You can customize the columns to fit your workflow.

Grid Columns

• Invoice Id: The unique invoice number. Clicking this opens the invoice details.
• Invoice Type: Shows whether it is an SO Invoice or Immediate Invoice.
• Status: The current billing status (Open, Paid, Partial Paid, Voided), which is color-coded for easy identification.
• Return Status: If applicable, shows Partial Returned or Returned.
• Company Name: The name of the customer.
• PO No.: The customer's purchase order number.
• SO No.: The source sales order number for SO Invoices.
• Shipping Method: The shipping service used for the delivery.
• Marketplace: The sales channel where the order originated, often with an icon.
• Warehouse: The warehouse from which the order was fulfilled.
• Tracking Number: The shipment tracking number.
• Shipping Cost: The shipping charges on the invoice.
• Default Currency Total: The invoice total converted to your company's default currency.
• Total: The final invoice total in its original currency.
• Total Revenue: The revenue generated from the invoice.
• Date: The date the invoice was issued.
• Added By: The user who created the invoice.
• Created Date: The timestamp when the invoice was created.
• Modified By: The last user to edit the invoice.
• Modified Date: The timestamp of the last modification.

Navigation: You can double-click any row to open the detailed invoice view. On mobile devices, a single click will open it.

Filtering and Searching Invoices

A rich set of filters is available at the top of the list to help you narrow down your view.

• Search: A general text search for invoice number, customer name, or PO number.
• Customer: Select a specific customer from a searchable dropdown list.
• Invoice Type: Filter by Immediate Invoice or SO Invoice.
• Status: A multi-select dropdown to filter by one or more statuses (Open, Paid, Partial Paid, Voided).
• Return Status: Filter by Partial Returned or Returned.
• Warehouse: Show invoices associated with a specific warehouse.
• Currency: Filter invoices by their currency.
• Marketplace: Filter by the originating marketplace (e.g., Amazon, Walmart).
• Has Marketplace: A Yes/No filter to show only invoices linked to a marketplace.
• Date Range: Filter invoices by their creation date using a From/To date picker.

Actions on the List Page

• Add Invoice: Opens the form to create a new invoice from a sales order.
• Add Immediate Invoice: Opens the form to create a new standalone invoice.
• Void: Cancels the selected invoice(s), if their status allows.
• Export: Exports the currently filtered list of invoices to an Excel (XLSX) file.
• Show Totals: A toggle that displays a summary row at the bottom of the grid, showing the total amount for all filtered invoices.