Invoices

The page is shown when the Invoice module is on under Site → Modules. The invoice settings are on Payment.

How to follow up invoices: the admin guide for invoices. The rules: the admin reference for invoices.

The list

Part	Explanation
The tabs	All, Unpaid, Partly paid, Paid, Overdue, Credited and Credit notes, with counts.
Invoice no.	The number. A credit note shows which invoice it credits.
Type	Invoice or Credit note.
Customer	Name and email.
Invoice date	When the invoice was made.
Due date	The last day to pay.
Amount / Paid	The invoice amount and what has been registered as paid.
Status	Status.

Press a row to open the invoice. The list has no search.

An invoice

Part	Explanation
Customer information	Name, email and phone.
Invoice details	Number, dates, Payment terms and Order ID.
Lines	The line on the invoice, with VAT and totals.
Payment information	Total, paid, credited and remaining.
Payment history	Registered payments.
Credit notes	Credit notes on the invoice.

Actions

Action	Fields
Send email	Send to …, or Send to an alternative email address: and Send.
Send payment reminder	Additional message (optional).
Register payment	Amount, Fill in the full amount, Note (optional).
Create credit note	Reason for crediting (required).