Invoice
Track and manage all customer invoices in the system.
📋 Invoice List View
Displays all existing invoices with relevant metadata.
🔎 Features
- Search Serial...: Look up invoices by their unique serial number.
- Filter by Status: Click the
Statusbutton to filter invoices by:DraftOpenCanceledPaid
- Sort: Organize invoices by:
- Serial
- Customer
- Quantity
- Amount
- Status
- Due Date
- Paid At
- Created At
- View Settings: Customize how invoice data is displayed.
- Pagination Controls:
- Set rows per page (e.g., 10, 20)
- Navigate between pages
📊 Table Columns
| Column | Description |
|---|---|
| Serial | Unique auto-incrementing invoice ID |
| Customer | Name of the customer associated with the invoice |
| Quantity | Number of products or services billed |
| Amount | Total value of the invoice in BRL |
| Status | Current state of the invoice (Draft, Open) |
| Due Date | Deadline for payment |
| Paid At | Timestamp when the invoice was marked as paid |
| Created At | When the invoice was created |
➕ Create Invoice
Click the Create Invoice button to open the invoice creation drawer.
See full guide here: Invoice Creation
🧾 Field Tips
| Field | Tip |
|---|---|
| Customer | Select an existing customer from the list. |
| Product(s) | Choose products and define quantity. |
| Due Date | Required. Set a future date for expected payment. |
Click Create Invoice to finalize and save the invoice.
💡 Tips
- Use the Status filter to quickly find unpaid (
Open) or unsent (Draft) invoices. - Draft invoices can be edited before being finalized.
- Sort by Due Date to prioritize upcoming payments.
- If Paid At is blank, the invoice is still pending payment.