Invoices List
View, filter, and manage all your invoices in one place.
Overview
The Invoices tab provides a comprehensive table of all invoices across your projects. Use it to track payment status, find specific transactions, or export billing data.
Accessing the List
- Navigate to Billing in the sidebar.
- Select the Invoices tab.
The Invoice Table
The table displays 11 columns (all visible by default):
| Column | Description |
|---|---|
| Actions | Row-level action buttons |
| ID | Unique invoice identifier |
| Created Date | The date the invoice was created |
| Recipient | The stakeholder being billed (displayed with avatar) |
| Performance Period Start | Start date of the service period |
| Performance Period End | End date of the service period |
| Due Date | The payment deadline |
| Sub Total | Invoice subtotal (currency-formatted) |
| Tax Amount | Tax amount (currency-formatted) |
| Grand Total | Total amount due (currency-formatted) |
| Status | Current state: Draft, Sent, Paid, Cancelled, Disputed, or Closed |
Group By
The table supports 2 group-by options:
- Status — Group invoices by their current status
- Recipient — Group invoices by the recipient stakeholder
Table Features
The table header includes:
- Month Selector — Navigate between months using forward/back arrows to filter invoices by their creation date
- Search — Find invoices by keyword
- Sort — Sort by any column
- Filter — Apply advanced filters to narrow results
- Display — Control column visibility and grouping
- Order — Reorder columns via drag-and-drop
- Custom Views — Save and load custom table configurations
Row selection and bulk actions are disabled.
Header Actions
- Create New Invoice — Permission-gated button that navigates to the invoice creation wizard
- Export xlsx — Download the current invoice data as an Excel file
Viewing an Invoice
Click on any row to open the full single invoice detail page.
Related:
- Creating Invoices - Step-by-step creation guide
- Billing Dashboard - Performance metrics