Invoices

An invoice is a charge raised against a customer , for a plan activation, a renewal, a one-time item, or an add-on. The Invoices list is every invoice your branch (or the selected partner) has issued.

Columns

Column	What it shows
ID	System running number.
Status	Colour-coded invoice state (see the status table below).
Customer Name	Links to the customer's profile.
Reference Number	The invoice number (e.g. INV-20260618-000001); links to the customer's invoice detail.
Document Date	The date the invoice was issued.
Total	The full invoice amount.
Due	The amount still unpaid.
Payment Due Date	The deadline for payment.
Type	Billing type , one-time, recurring, and so on.
Payment Date	When payment was received, if paid.
Created By	The staff or partner account that raised the invoice.
Wallet Type	Prepaid or Postpaid.
Created At	When the record was created.
Actions	Preview, Edit, Pay, Mark/Clear Dispute, Send, and PDF view/download.

Operator guide

An invoice is a charge raised against a customer , for a plan activation, a renewal, a one-time item, or an add-on. The Invoices list is every invoice your branch (or the selected partner) has issued.

Columns

Column	What it shows
ID	System running number.
Status	Colour-coded invoice state (see the status table below).
Customer Name	Links to the customer's profile.
Reference Number	The invoice number (e.g. INV-20260618-000001); links to the customer's invoice detail.
Document Date	The date the invoice was issued.
Total	The full invoice amount.
Due	The amount still unpaid.
Payment Due Date	The deadline for payment.
Type	Billing type , one-time, recurring, and so on.
Payment Date	When payment was received, if paid.
Created By	The staff or partner account that raised the invoice.
Wallet Type	Prepaid or Postpaid.
Created At	When the record was created.
Actions	Preview, Edit, Pay, Mark/Clear Dispute, Send, and PDF view/download.

What each status means

Status	Meaning	What to do
Paid	Fully settled.	Nothing , the invoice is closed.
Partial	Some payment applied; a due amount remains.	Collect the balance, or leave it to accrue against the customer.
Due	Awaiting payment.	Collect it. This is the state for any unpaid invoice, whether or not the due date has passed.
Disputed	You (or the customer) flagged the invoice as contested.	Investigate, then Clear Dispute or resolve with a credit note.
Cancelled	Voided; should not be paid.	Nothing , it is out of play.
Carry Forward	Its balance was rolled into the next billing period.	Nothing , the next cycle carries it.

There is no separate "Overdue" status. An invoice past its Payment Due Date still shows as Due (or Partial). "Overdue" is a derived view , the dashboard and reports treat any Due or Partial invoice whose due date has passed as overdue , but the invoice's own status does not change to a distinct "overdue" value. Filter on Due plus a past date range to find them.

Filter the list

Available filters: Entries (10/25/50/100), Status, Type, Wallet Type, a date range (on document date), free-text Search, and a Trashed toggle to show soft-deleted invoices.

Send an invoice

The Send action emails the invoice to the customer.

1. Click Send in the Actions column.
2. The customer's email is pre-filled (read-only). Enter a Subject.
3. Confirm. On success you see "Invoice sent successfully."

Sending is by email only.

Edit rules

An invoice can be edited unless it is Paid, Cancelled, or Carry Forward , those are locked. Editing requires the invoice-edit permission granted to your role. There is no one-click "void" button: to cancel an invoice, edit it and set its status to Cancelled. Adjustments to an invoice in a closed accounting period must be made with a current-dated reversal, not by back-dating (see the Period Close documentation).

Preview and PDF

Preview (the eye icon) opens a read-only view with the line items, tax breakdown, totals, payment history, and any credit notes applied. The PDF actions open or download the printable invoice.

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