Managing invoices (web)

The Invoices page on the web is your post-signature control centre: overdue list, payment status, per-customer history, email delivery and one-click export for your accountant.

What you see on the page

A summary card at the top with totals for the active filter:

• Invoices — count.
• Net / VAT / Gross — totals.

To the right, the export buttons Bookkeeping archive (ZIP) and CSV only (see Email & bookkeeping).

Below that, the table with search, customer filter, date-range picker and status filter.

Status filter

The filter at the top right narrows to one lifecycle stage:

• Drafts — prepared invoices from recurring contracts that haven’t been signed yet.
• Open — signed, not yet marked as paid. Within the first two weeks.
• Overdue — signed, unpaid and older than 14 days. Red badge.
• Paid — invoices marked paid, with payment method.
• All — no restriction.

Mark as paid

1. Click the green check icon on the row.
2. In the dialog pick the payment method: Cash, Transfer, Card or Other.
3. The row moves to status Paid. Date, payment method and the person who marked it are recorded.

Note

Marking as paid does not change the invoice itself — amounts, line items and signatures stay untouched. Only the payment metadata is added. A paid invoice can be flipped back to unpaid later (e.g. after a chargeback).

Per-customer history

In the mobile Quick Invoice screen, under the selected customer there’s a View history button. It opens a panel listing every past invoice for that customer — sorted by date, with a status badge and a direct PDF link.

The same view is available on the web by setting the customer filter at the top of the invoices table.

Open the PDF

Click the PDF icon on a row to open the signed invoice in a new tab. From there you can save, print or forward.

Send by email

Click the envelope icon to send the invoice to the customer by email. See Email delivery.

Date range

The date-range button filters by invoice date. Click it and pick a start and end date. The summary card automatically updates to the totals for that range.

In practice

Set the date range to a month you want to hand over to your accountant, then click Bookkeeping archive (ZIP) — you get a clean monthly close including a gap check. More under Bookkeeping archive.

Who needs which permission?

Task	Permission
Open the invoices page	Medium — bookkeeping, management
Mark as paid	Medium — bookkeeping
Export bookkeeping archive	High — management, bookkeeping
Manage the invoice list	High

What to read next

• Email & bookkeeping archive
• Service templates & recurring contracts
• Creating a Quick Invoice on-site