Invoice History
See who changed an invoice, when and from where, in a record nobody can edit.
Reaching the Screen
History is the last tab of an invoice record: {admin}/invoices/detail?id={invoice}&tab=history
Panel menu: Invoices, then the invoice, then History.
What Is on the Screen
One table and the controls above it.
The list
Four columns. Only Date can be re-sorted. Description shows the raw event name when an entry has none of its own.
The controls above it
Search matches the row text: a staff name, a line description or an address. The date range box keeps entries between two days, from what the page already holds. Past a thousand entries the list is paged from the server and the range filters nothing. The rows-per-page selector sets the page size, the download icon saves the list.
Fields
The four columns
Who an entry belongs to
What gets recorded
An invoice created by automation, a renewal or an order, gets no entry. The tab opens empty until something is done to it. The automatic late fee also adds a line with no entry.
| Entry | Written when | Recorded against |
|---|---|---|
| Status changed | Moves between paid, unpaid, cancelled, refunded and waiting. | Staff or System |
| Invoice created manually | From the create screen, with line count and status. | Staff |
| Line added, deleted or updated | A line arrives or goes. Also its description, quantity, amount, tax rate, tax exemption, period end, linked service or discount. | Staff |
| Lines split | Lines move to a new invoice; both name the other. | Staff |
| Invoice field changed | Number, currency, tax rate, taxation type or payment method. Invoice date, due date, paid date or refund date. | Staff |
| Tax document attached or removed | Uploaded or cleared. | Staff |
| Client field changed | Account type, first name, last name, e-mail or phone. Company, tax number, tax office or identity number. Country, state, city, zip code or address. | Staff |
| Payment added or removed | Written or deleted on the Payments tab. | Staff |
| Payment recorded | Arrives on its own: a gateway, the balance or an automatic collection. | System |
| Notification sent | Goes to the client, naming the template. | Staff |
| Reminder sent | From the invoice list bulk action, or a licence transfer fee invoice's service record. | Staff |
| Invoice formalized | The tax document is generated. | Staff |
| Installment surcharge added | Booked by checkout. | System |
| Coupon applied | Applied on the client's own panel. | Client |
| Bank transfer reported | The client reports a wire transfer; the invoice also moves to waiting. | Client |
| Renewal line removed | An unpaid line drops after a paid upgrade, or after its service or add-on is cancelled. | The invoice's client |
Tasks
Trace a status change
- Open the tab; the newest entry is on top.
- Type the status into the search box, or scroll to the day you remember.
- Read the row: the sentence names old and new status, the left column the account, the right the address.
Narrow the list to a date range
- Click the date range box above the table.
- Pick the first and the last day.
- Only the entries inside that window stay; emptying the box brings the rest back.
Copy an exact timestamp
- Find an entry showing a relative time, roughly the last week.
- Hover it to read the exact date and time.
- Click it. The exact moment goes to your clipboard.
Download the log
- Click the download icon at the right of the control strip.
- Choose CSV, JSON or XML.
- You get the whole filtered list, not the page on screen. A date range picked above the table does not reach the file.
Things to Watch
No action lives here: an entry cannot be edited, removed or hidden. A mistake made elsewhere is not undone here; the entry correcting it follows.
Some automatic clean-ups are recorded against the invoice's own client. A row can carry the customer's name although nobody signed in. Staff is the only label that means a person acted.
It carries the addresses changes came from and the staff who made them. Old and new amounts are there, with every change to the client's details. Treat it as internal, not an attachment for a customer's request.
Required Privileges
The tab needs the invoice record's own rights: INVOICES_LOOK or INVOICES_OPERATION.
The download icon follows TABLE_EXPORT; without it the icon is missing, the list stays readable.
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