# Invoice History https://docs.wisecp.com/es/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**: One row per change, newest first. - **The controls above it**: Search, date range, rows per page, download. ### 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 - **By**: The account the entry is recorded against, with its kind underneath. - **Description**: The change in one sentence, with the values it had then. - **Date**: When it happened, in the panel's time zone. Recent entries show a relative time with the moment in the tooltip; older ones the date and time. - **IP Address**: Where the change came from; clicking it opens the address lookup. Automated work reads `UNKNOWN`; an empty row shows a dash. ### Who an entry belongs to - **System / Automated**: No account behind it: scheduled work, gateway callbacks and the product's own clean-ups. - **Staff**: Someone signed in to the panel. - **Client**: A customer account: their own panel actions, plus a few automatic clean-ups. ### 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. A domain line also drops when the client renews for a different term, or when the same period is paid on another invoice. The entry names the invoice that was paid. | The invoice's client; System when the period was paid elsewhere | | Invoice cancelled by a domain renewal | The invoice held only that renewal line, so it is cancelled instead of being emptied. Same two reasons as above. | Client or System | ## Tasks ### Trace a status change 1. Open the tab; the newest entry is on top. 2. Type the status into the search box, or scroll to the day you remember. 3. 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 1. Click the date range box above the table. 2. Pick the first and the last day. 3. Only the entries inside that window stay; emptying the box brings the rest back. ### Copy an exact timestamp 1. Find an entry showing a relative time, roughly the last week. 2. Hover it to read the exact date and time. 3. Click it. The exact moment goes to your clipboard. ### Download the log 1. Click the download icon at the right of the control strip. 2. Choose **CSV**, **JSON** or **XML**. 3. 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 > **Entries cannot be corrected** > > 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. > **The By column names an account** > > 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. > **The downloaded file describes the whole invoice** > > 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. ## Related Articles - [Invoice Detail Overview](https://docs.wisecp.com/en/invoice-detail-overview) - [Invoice Summary](https://docs.wisecp.com/en/invoice-summary) - [Editing an Invoice](https://docs.wisecp.com/en/editing-an-invoice) - [Invoice Payments](https://docs.wisecp.com/en/invoice-payments)