Invoices list
The Invoices tab is where you see every invoice you’ve sent, who’s paid, and who’s overdue. Use it to send reminders, record payments, and chase what’s outstanding.
Open Billing from the sidebar — the Invoices tab is the default view.
Reading the table
The table has one row per invoice with these columns:
| Column | What it shows |
|---|---|
| Checkbox | For selecting multiple invoices |
| # | Invoice number — auto-generated, editable when you create |
| Client | Client name. Click to filter the table to just that client |
| Date | Invoice date (when issued) |
| Due | Due date — overdue dates show in red |
| Total | Subtotal plus tax |
| Status | Colored badge — Draft, Sent, Viewed, Partially paid, Paid, Overdue, Cancelled |
| Balance | What’s still owed. Hidden once paid or cancelled |
Click any column header to sort by it — by date (default), due date, total, or status.
[Screenshot: Invoices table with attention queues and toolbar]
Opening an invoice
Click any row to open the detail drawer on the right side — full invoice detail without leaving the list.
The drawer header shows:
- Invoice number and status badge
- Previous / Next arrows to step through the filtered list
- Close (or press Escape)
The drawer body has four sections:
- Summary — client, engagement (if linked), invoice and due dates, total, balance
- Line items — each line with description, quantity, unit price, line total
- Payments — every payment applied, with method and who paid
- Activity — full history: created, sent, viewed, paid, refunded
Actions inside the drawer
The buttons in the drawer change based on the invoice’s current state:
| Action | When it’s available | What it does |
|---|---|---|
| Send | Drafts only | Emails the client and marks the invoice as Sent |
| Edit | Drafts, Sent, and Viewed | Opens the edit form |
| Record payment | Any unpaid, non-draft invoice | Opens the record-payment dialog |
| Refund | Paid or Partially paid with a Stripe payment | Issues a refund |
| Mark paid | Any unpaid, non-draft invoice | Records a full-balance payment as Other |
| Cancel | Any invoice that isn’t already paid | Voids the invoice — can’t be undone |
| Download PDF | Always | Generates a PDF copy |
Once an invoice is Paid, Partially paid, or Cancelled, the Edit button hides. To change a paid invoice, issue a new one or a credit memo.
Searching and filtering
The search box matches invoice numbers and client names. Leave it empty to see everything.
The status filter is a multi-select pill — pick any combination. Click the X on the pill to clear.
The toolbar shows “X of Y” so you can see how heavily filters are reducing the visible list.
Acting on many invoices at once
Select two or more invoices to reveal the bulk action bar at the bottom of the screen:
| Action | What it does |
|---|---|
| Send selected | Sends drafts — anything not a draft is skipped |
| Mark paid | Records a full payment on every selected unpaid invoice |
| Cancel | Voids the selected invoices |
| Export CSV | Downloads a spreadsheet of the selection |
The bar shows the count — “3 selected · Clear” — and the Clear link drops the selection.
Bulk actions process one invoice at a time. If you select 100 and one fails, the others still go through. A toast at the end summarizes “Sent 99, failed 1” with the reason.
Speed and scale
The first 20 invoices load right away. Scroll past the bottom and the next batch loads automatically. Search and status filtering happen instantly after the list is loaded.
For firms with 1,000+ invoices, expect the initial load to take a second or two. Cleaning up stale drafts keeps it snappy.
Empty states
| State | What you see |
|---|---|
| No invoices yet | ”Get started with billing — create your first invoice” with a button |
| Nothing matches the filter | ”Nothing matches — adjust your search or status filter” |
| All queues at 0 | The queue tiles render greyed out |
Keyboard shortcuts
- Left and Right arrows step through the filtered list when the drawer is open
- Escape closes the drawer
- N starts a new invoice when no drawer is open
Permissions
| Action | Permission |
|---|---|
| See the table | View billing |
| Open the New invoice form | Create billing |
| Edit or cancel | Edit billing / Delete billing |
| Record payment | Edit billing |
| Refund a Stripe payment | Edit billing (with admin access on the firm’s Stripe-connected account) |
| Export | View billing |
Next
- Create & edit invoice — the form’s line-item flow.
- Payments & refunds — recording and reversing money.
- Service catalog — the reusable templates that auto-fill line items.