Invoice list

The Invoice list provides a comprehensive overview of all invoices associated with deals or projects. It displays essential details such as invoice number, date, customer name, amount, and status. Users can easily track payments, verify details, and manage invoicing processes efficiently through this organized list.

Users can quickly search and locate invoices by status, code, or date, streamlining the process of accessing essential financial details.The intuitive design ensures that users can effortlessly find and review invoices, enhancing overall workflow efficiency.

In the invoice list, the top card prominently displays the financial status with sections detailing the total invoice amount, paid amount, unpaid amount, overdue amount, and amounts not yet due. This feature enables users to quickly assess the financial health and outstanding balances related to their invoices.

• The Total Amount displays the sums up the total value of all invoices listed.
• The Paid shows the total amount that has already been paid against the listed invoices, reflecting the financial transactions completed by the customer.
• The Unpaid reflects the outstanding amount that remains to be paid for the listed invoices, providing clarity on pending financial obligations.
• The Overdue indicates the total amount of invoices that are past their due dates, highlighting urgent payments that require immediate attention.
• The Not Due Yet section represents the total amount of invoices that have not yet reached their due dates, offering a glimpse of upcoming financial obligations.

      Here's a breakdown of what each column might contain:

• Customer : The customer field displays the names of customers associated with each invoice, helping to quickly identify which customer an invoice pertains to.
• Project : The project in the Invoice list showcases the projects linked to each invoice, aiding in organizing and tracking invoiced tasks and expenses related to specific projects.
• Invoice Number : The Invoice Number uniquely identifies each invoice in the system. This column can hold various codes depending on your organization's needs. Learn how to configure invoice code.
• Outstanding Balance :The outstanding balance indicates the amount that remains unpaid on an invoice.
• The Outstanding Balance in the invoice list varies based on the invoice status. If an invoice is in draft status, it might display as $157.89* to indicate it's not finalized. For partial, paid, or open statuses, it simply shows the amount, like $157.89.
• Invoice date : The invoice date shows the date when the invoice was issued to the customer.
• Due date : The due date indicates the date by which the payment for the invoice should be received from the customer.

• Overdue days indicate the number of days that have passed since the payment of the invoice was due.
• Payment terms : Payment terms on an invoice specify the period within which the customer must pay the invoice. Common terms include "Net 30 days," "Due on receipt," or "Net 10".
• PO Number : The PO (Purchase Order) Number on an invoice references the unique order number issued by a buyer to a seller. It helps track and reconcile purchases between both parties accurately.
• Department : The department on an invoice specifies the specific unit or division within a company responsible for the purchase or service. It aids in budgeting and accounting by allocating costs to the appropriate department.
• Status : The status in an invoice indicates the current stage of the invoice processing. It could be "Draft," "Pending," "Paid," "Partial," or “Open” providing clarity on the payment status to both parties involved.

• Draft : The "Draft" status indicates that the invoice is not finalized and hasn't been sent to the customer for payment yet.

• Pending : The "Pending" status means the invoice has been sent but payment has not yet been received or confirmed.

• Paid : The "Paid" status indicates that the invoice has been settled and the payment has been successfully received.

• Partial : The "Partial" status in an invoice indicates that only a portion of the total amount has been paid.

• Open : The "Open" status in an invoice signifies that the full payment is due and has not yet been received. 

• Invoice date : The invoice amount in the invoice reflects the total sum to be paid for the listed products or services.
• Memo : The memo in the invoice provides additional information or notes related to the transaction for clarity and reference.
• Sent : The sent indicates whether the invoice has been sent to the customer or is still pending.

• Sent column shows the sending status with checkmarks: no mark for unsent, one checkmark for single sends, and two checkmarks for multiple sends.
• Created date : The create date in the invoice indicates the date when the invoice was initially generated or created.
• Action : Invoice action refers to the available options for managing invoices, such as Print,, Edit, Clone, Delete, Email, Mark as sent/unsent to invoice management.
• All invoices have some common options which are Print, Edit, Clone, Delete and Email.
• If the status of an invoice is Draft, it will display a Mark as Sent option. If the status is Pending, it will show a Mark as Unsent option.
• Print: A “print” option within the invoice list can be a valuable addition in sales processes. This will generate a PDF document of the invoice details, offering flexibility and convenience as well as encouraging paperless workflows. It supports advanced printing, customize layout, choose format, etc. Know more about PDF configurations and Boilerplate configuration options.
• Click on the “▼” icon to view all the options. 

• Edit : Click on the “Edit” button, open the edit invoice modal. Learn how to edit invoices.
• Delete : Click on the “Delete” option, it will open confirm delete dialog with message and specific invoice code. Here, by clicking on the “Delete” button, the invoice gets removed while clicking on the “Cancel” or “X” closes the delete dialog.
• Clone : click on the “Clone” option. It will open the Add Invoice dialog with auto-fill details. Learn how to clone invoices.
• Email : Provides a quick way to send the invoice directly to the customer’s email address by composing a new message. Learn more about sending email.
• Mark as sent : This option allows you to manually add a tick mark/indicator to the “Sent” column as well as updates the invoice status.
• Mark as unsent : This option allows you to remove the tick/sent indicator, if an invoice needs to be revised or recalled before sending it to the customer.

• The checkbox at the top is designed for selecting or deselecting invoices, allowing for streamlined management and bulk actions.
• Users can conveniently select multiple invoices for simultaneous download, streamlining their workflow and saving time.
• Click on the “▼” icon to download the seleted invoices.
• Once selected, invoices can be downloaded and stored locally in a compressed ZIP file format for easy access and organization.

By incorporating remarkable search options, sBizzl empowers users to quickly find the information they need within your invoices list effortlessly.

A search bar at the top of the list allows users to type keywords like customer or invoice code. The list should update dynamically, displaying only records that match the search criteria.

You can export a CSV file of all the invoices at one click.

The CSV export will contain the following user information:

• Customer
• Invoice number
• Invoice date
• Outstanding balance
• Due date
• Payment Terms
• PO Number
• Department
• Status
• Invoice amount
• Memo
• Sent
• Created date

sBizzl allows you to choose which columns to include in the CSV export. By column management, you can select specific invoiced information like Invoice number, Outstanding balance, Payment term, PO number, Department, Invoice amount, memo, sent, created date, etc…

• Click on the “CSV” icon on the top right corner just after the search bar.
• By clicking on the CSV icon, your export will begin to process. Once the download is complete, the file is saved to the location you specified (e.g., your Downloads folder by default). 

• The list allows you to easily apply sorting by Invoice date.
• Learn more about how to use advanced filters, sorting and column management.

• Simply click on the filter icon to apply the filter on the invoice.

• Below is the Invoice filter modal display.

• Customer : In the customer field, typing three letters will filter and display a list of matching customers. Users can then select the desired customer from the list to proceed with the search.
• PO Number : The PO Number field allows users to search for invoices associated with a specific purchase order number, making it easier to locate and manage relevant transactions.
• The Invoice date and created date fields enable users to search for invoices based on specific dates, streamlining the search process for transactions.
• The start date and end date fields display the selected date range for the invoices period in the invoice list.
• The Invoice status field allows users to filter invoices based on their status, making it easier to manage and track transactions.
• Add : The Add button allows users to save specific filters for future use in the invoice list.
• Apply : The Apply button is used to apply the selected filters and display the relevant results on the list.
• Learn more about invoice filter features.

• Learn more about how to add an invoice..

• To access a specific invoice information, click on that record, you will display the Invoice Detail modal.
• Learn more about invoice detail.