Invoices

1. Invoices

   All customer invoices in one place: create them, follow payments and act on each invoice. This tour walks through filtering, bulk actions and the invoice menu.

2. Create Invoice

   Pick a customer, currency, whether VAT is included in or added to the prices, and a due date, then add items with quantity, unit price and VAT rate. The amount, VAT and total are calculated as you type.

3. Filter by status

   Switch between All, Awaiting approval (bank transfers to confirm), Unpaid, Paid, Cancelled and Draft; the counters show how many invoices are in each.

4. View and page size

   View sets the row density and whether the VAT and due date columns are shown; this is saved in this browser. The number sets how many invoices are listed per page.

5. Invoice list

   Each row shows the invoice number (with a Proforma or Free badge where relevant), the customer, amount, VAT, status and due date. Click the customer to open their profile, or a column title to sort.

6. Bulk actions

   Tick invoices to open the bulk bar: merge unpaid invoices of the same customer and currency into one, send reminders, mark them paid, cancel them or download their PDFs as a ZIP. Merging and cancelling cannot be undone.

7. Status and transfers

   The badge shows Draft, Unpaid, Paid or Cancelled. When a customer chose bank transfer, a Transfer pending approval badge with the transfer reference appears, and an Approve button is shown next to the row menu.

8. Invoice menu

   View, copy the link or download the PDF; edit, verify with the gateway, pay from the customer's balance, issue an e-invoice, change the status or delete. Cancelling a gateway-paid invoice opens a refund window with full, pro-rata or custom refund.