Manage Invoices
View, filter, preview, print, and send invoices from a centralized list.
Invoice List
The invoice list shows all invoices with:
- Invoice number
- Client name
- Amount
- Status badge (Draft / Sent / Partially Paid / Paid / Overdue)
- Invoice date and due date
Filtering & Sorting
Filter invoices by:
- Status — Draft, Sent, Paid, Overdue
- Client — Specific client
- Project — Linked project
- Date range — Invoice date or due date
Sort by amount, date, or status.
Invoice Actions
| Action | Description |
|---|---|
| View / Edit | Open the invoice to view or modify line items |
| PDF Preview | See a formatted PDF version of the invoice |
| Print the invoice directly from the preview | |
| Send Email | Email the invoice PDF to the client |
| Duplicate | Clone the invoice to create a similar one |
| Delete | Remove a draft invoice |
Invoice Statuses
| Status | Meaning |
|---|---|
| Draft | Created but not yet sent |
| Sent | Emailed or shared with the client |
| Partially Paid | Some payment received |
| Paid | Fully paid |
| Overdue | Past the due date without full payment |
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