Invoices List

Why open this view

See the 50 most recently updated invoices plus any batch drafts waiting on action.
Filter by status, type, or origin so you can focus on drafts to send, sent invoices awaiting payment, or final bills.
Trigger the common actions (preview, download, mark sent/paid, archive) without leaving the table.
Jump into the batch run cards to finish issuing a run of drafts in one pass.

Tabs: Recent invoices shows the unified table. Batch runs groups draft invoices by the batch that created them so you can finish a run systematically.
Filters (Recent tab):
- Status — Draft, Sent, Paid, or Void.
- Type — Standalone, Progress, or Final.
- Origin — Batch drafts vs manual invoices.
- Search — matches invoice number or client name.
Row details: invoice number (with batch badge if applicable), client + linked job, type badge, status badge, total, and last update timestamp.
Row actions: preview modal, PDF download, Mark as sent (drafts), Mark paid (sent), and the overflow Archive menu (voids the invoice). Batch-created drafts also link back to their run.
Batch cards: each card displays run name, draft count, and a table with quick links to open a draft, preview/download the PDF, or mark it as sent.

Preview before you act: the eye icon opens the live PDF without changing state. Use it to confirm totals before sending.
Send a draft: click Mark as sent to lock the draft, stamp the totals, and remove it from the batch tab. Remember to email the PDF manually—the system does not send emails yet.
Record payment: once the client pays, use Mark paid on sent invoices so the badge switches to Paid and outstanding totals fall out of your follow-up queue.
Archive/void: the overflow menu’s Archive option voids the invoice. Use it for abandoned drafts or cancelled work; the record stays accessible via direct URL.
Jump to the job: if a draft originated from a job, the job link appears beneath the client—ideal for checking progress allocations or crew notes before finalising the invoice.
Filter hygiene: combine Status: Draft with Origin: Batch to clear batch residue, or Status: Sent plus Type: Progress when you need to chase claim payments.

Every card represents one committed batch run. You’ll see the timestamp (e.g. Batch run · 21 Nov 4:10 pm) and the number of drafts still waiting to be sent.
Within a card:
- Open jumps to the draft wizard with a Back to batch preview shortcut for context.
- Preview mirrors the Step 4 PDF so you can sanity check before issuing.
- Download grabs the PDF for email attachments.
- Mark as sent promotes just that draft; the card shrinks automatically as you work through the run.
Once every draft in a batch is sent (or voided) the card disappears, so this tab doubles as your batch-run to‑do list.

Morning sweep: Filter Status: Draft to verify which invoices still need to be sent. Clear the batch tab if a run was committed overnight.
Mid-week check: Filter Status: Sent to identify invoices older than a few days that need follow‑up calls.
End-of-week tidy: Filter Status: Paid to confirm everything you marked as paid lines up with the bank feed, then archive any voided drafts.

Filters show nothing: Switch Status, Type, and Origin back to All, clear the search box, and start again.
Batch card still present after sending: One or more drafts in that run remain marked as Draft. Use the card table to identify them.
Mark as sent disabled: Confirm you’re working on a Draft invoice. Once it’s sent you’ll see Mark paid instead.
Archive button greyed out: The action is disabled while another request is running (e.g. you already clicked Mark as sent). Wait for the toast, then try again.