The Invoices card shows an overview of all invoices linked to a customer. From this card, you can view, filter, sort, and click through to the details page for more information.
The invoice list contains the following columns:
Column | Description |
Invoice | Unique identification number, for example, 2025-1043. May be blank for draft invoices. |
Type | Type of invoice, such as Invoice, Credit note, Advance invoice, Final note or Correction note. |
Contract | The associated contract number |
Period | The invoiced period, e.g., January 1, 2025 – February 1, 2025. |
Expiration date | Date on which payment is expected. |
Invoice amount | Amount including VAT, displayed in the organization's currency. |
Remaining | Current balance due. Automatically adjusted after each payment. |
Interaction and functions
Within the map you can:
Sort by any column (invoice number, date, amount, etc.)
Filter via quick filters:
All, To Approve, To Ship, Ready for Payment Processing, To Export, Unpaid, Overdue
Search by invoice number, customer name, or contract number
Click on an invoice number to open the invoice details page
Track invoice status in real time
The list will automatically refresh when navigating to the customer or manually reloading.
How it works
Creation process
The system calculates the billing for the specified period.
An invoice is created with the status Created.
The invoice goes through the approval process.
After approval, the PDF will be generated (Generated).
Invoice can be sent to the customer via the set communication channel.
Payment processing
A payment is received and automatically linked to the correct invoice.
The outstanding amount will be reduced by the amount paid.
Once the balance reaches zero, the status will change to Paid.
The list will be updated automatically.
Situation | Behavior |
No invoices | Empty table with message "No invoices available yet." |
Draft invoice without number | Shows Empty until generation is complete. |
Incomplete payment dates | Invoice may show Unpaid despite payment; contact support. |
PDF missing or download failed | Check status (should be Generated) or contact support. |
Problem | Possible cause / solution |
Invoice shows as overdue | The due date has passed and there is still an outstanding balance. Check the payment and date. |
Invoice cannot be downloaded | The PDF has not yet been generated, or you are missing permissions. Check the status = Generated. |
Outstanding amount is incorrect | The payment has not yet been matched or partially allocated. Waiting for automatic matching. |
Invoice status remains “Created” | Approval is not yet complete or has failed. Check the workflow. |
I don't see any invoices | Check user rights |
Can I see invoices from multiple contracts?
Yes, the list shows all invoices belonging to the customer, regardless of the contract.
How often is the list updated?
Every time you open the page or refresh manually, payment updates may take several minutes.
What is the difference between “Invoice Amount” and “Remaining”?
Invoice Amount is the original invoice amount; Remaining is the amount still to be paid.
Can I filter invoices by date or period?
Yes, use the search and filter options at the top of the table.
What does the status “Sent” mean?
The invoice has actually been sent to the customer (via email, post or e-invoicing).
Can I delete invoices?
Only invoices with the status Created or Approval Failed can be deleted.
What is a credit note?
A negative invoice that reduces a previous amount; always linked to an original invoice.
Why does it say “Empty” next to the invoice number?
This is a draft invoice that has not yet received a final numbering.
How do I recognize overdue invoices?
They are displayed with a red “Overdue” badge and show the number of days overdue in a tooltip.
Invoice: Document requesting payment for services or products delivered
Due Date: Date by which payment is expected at the latest
Credit note: Negative invoice that corrects or credits a previous amount
Outstanding amount: Amount still to be paid on the invoice
Invoiced period: The period of time to which the invoice relates
VAT: Value added tax, included in the total amount
Payment Status: Current payment status (Paid, Unpaid, Overdue, etc.)
Invoice Status: Stage in the invoice lifecycle (Created, Approved, Generated, etc.)
SEPA Direct Debit (SDD): Direct debit; may result in the status "Awaiting payment"
Overdue Badge: Red label indicating an overdue invoice