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Invoices overview

Invoices overview

Browse, search, and create invoices — from draft through paid, partial, overdue, or void.

Reviewed OperatorVertiqa 1.54+

The invoices page is the master list of every invoice in your workspace. Use it to send, track payment, and reconcile.

What you can do here

  • Search and filter the list by status, contact, account, or date range.
  • Configure columns so the fields your team works with are visible.
  • Create an invoice with line items, tax, and payment terms.
  • Open an invoice to send it, mark it paid, or void it.

Statuses

  • Draft — being prepared; not visible to the customer.
  • Sent — delivered to the contact, awaiting payment.
  • Partial — partially paid.
  • Paid — fully paid.
  • Overdue — past due date with balance remaining.
  • Void — cancelled and not collectible.

Permissions

Sending, voiding, and editing invoices each have their own permission gates. If a control is missing, your role doesn't have it — talk to an admin.

Tips

  • Don't leave invoices in draft for long. Drafts forgotten in this list are revenue you haven't billed.
  • Use void rather than deleting a sent invoice. Audit trail matters, especially for reporting and disputes.