# Invoices

https://docs.wisecp.com/fr/invoices

Track every invoice by status and outstanding amount, so you can chase payments and act on many at once.

## Reaching the Screen

Panel menu: **Billing** then **Browse Invoices**: `{admin}/invoices`

Four shortcuts open it with a status filter set. They are **Paid Invoices**, **Unpaid Invoices**, **Cancelled Invoices** and **Refunded Invoices**. With taxation and **Invoice Formalization** on, a **Formalization** group adds **Official Invoices** and **Awaiting Formalization**.

The group needs the invoice system on and an invoice right; the number counts payments awaiting confirmation.

## What Is on the Screen

Four bands.

- **Summary cards**: Three figures.
- **The control bar**: Bulk actions, shortcuts, status filter.
- **Advanced filter**: Narrower filters, folded away.
- **The list**: One row per invoice.

### The summary cards

Each shows an amount, its count and its period. The first is fixed on uncollected money; the others offer a type.

| Type | Adds up | Date used |
| --- | --- | --- |
| **Unpaid Invoices** | Still unpaid | Creation |
| **Paid Invoices** | Collected | Payment |
| **Overdue Invoices** | Unpaid, past due | Creation |
| **Tax** | Tax on paid official invoices | Payment |

Periods run from **Last 7 Days** to **Last Year**. Both choices are saved for everyone. Cards ignore the list filters below.

### The control bar

- **Apply to selected**: One action on the ticked rows: **Approve**, **Mark as Unpaid**, **Cancel**, **Remind** or **Delete**.
- **Create Invoice**: Issues a new invoice for a client.
- **Cash Management**: The cash book: income and expenses.
- **Status**: The one filter outside the folded panel.
- **Advanced Filter**: Opens the narrower filters; closing clears them.

On a narrow screen the bulk actions, the status filter and **Advanced Filter** move behind **Show Options**. **Create Invoice** and **Cash Management** stay above.

### The list

Rows sort by status, not date: awaiting confirmation, unpaid, paid, cancelled, refunded, newest first.

The search box matches the invoice number, the record number with or without `#`, and the client. Hovering an amount previews its lines and totals.

In the row menu, **View** opens the invoice. **View as Client** opens the customer's copy in a new tab, in their language, and needs **Show Invoices Without Login** on.

## Fields

### Columns

- **Client**: Who it was issued to, with the company name. Not sortable.
- **Invoice No**: The stored number, or `#` and the record number until one is issued.
- **Amount**: Total in the invoice's currency, payment method underneath. Sortable.
- **Due Date**: When payment is expected, and how late or how far off.
- **Official Status**: **Official** or **Not Official**. Absent while **Invoice Formalization** is off.
- **Status**: Where the invoice stands, with the payment or refund date.

Exports add the e-mail, subtotal, tax, currency, payment method and both dates.

### Filters

| Option | Selects | From |
| --- | --- | --- |
| Payment Pending | Declared, unconfirmed | Stored |
| Paid | Collected | Stored |
| Unpaid | To collect | Stored |
| Cancelled | Withdrawn unpaid | Stored |
| Refunded | Collected, returned | Stored |
| Overdue | Unpaid, past due | Due date |
| Due Soon | Due within seven days | Due date |
| Official | Document issued | Official status |
| Not Official | Document due | Official status |

The last two options appear only with **Invoice Formalization** on.

- **Client**: One client, by name.
- **Item Description**: Searches the invoice lines.
- **Currency**: The currency it was issued in.
- **Payment Method**: Methods stored on invoices.
- **Amount**: An exact total, or **On or After**, **After**, **On or Before**, **Before** from the symbol beside it.
- **Date Range**: Payment date for paid and official, refund date for refunded, creation date otherwise.
- **Official Status**: The same split as the column. Needs **Invoice Formalization** on.

**Item Description** and **Date Range** appear only above a thousand invoices. Filters live in the page address and can be shared.

## Tasks

### Find what is owed

1. Read the first summary card: uncollected money for its period.
2. Set the status filter to **Overdue**, or **Due Soon** for invoices about to be late.
3. Sort by **Amount**, largest first: your chase queue.

### Mark invoices as paid

1. Tick the invoices, choose **Approve** under **Apply to selected**, then confirm.
2. Each gets today's payment date and an income record in the cash book, then moves to the paid group. Already-paid invoices are left alone.

### Send payment reminders

1. Filter to **Overdue** or **Unpaid**, then tick the invoices to chase.
2. Choose **Remind** under **Apply to selected** and confirm. One reminder per invoice goes to its client and is recorded there.

### Delete an invoice

1. Choose **Delete** in the row menu, or tick rows and use **Apply to selected**.
2. Deleting more than one asks for your own password.
3. The rows go, with their invoice lines and cash-book income record.

### Download the list

1. Narrow the list first: the file holds the whole filtered set, not the page on screen.
2. Click the download icon on the list bar and pick **csv**, **json** or **xml**.

## Things to Watch

> **Approving does more than change a label**
> 
> It writes an income record and activates the order. Services queue for setup, renewal dates move forward, coupons count. A paid-invoice number format also gives a new number. Back to **Unpaid** removes only the income record.

> **Delete removes the record, Cancel keeps it**
> 
> Deleting takes the invoice, its lines and its income record for good. Metered usage returns to unbilled; services and add-ons are unlinked. **Cancel** withdraws it instead, keeps the trail and can be undone.

> **Cards and list read different currencies**
> 
> A card converts every currency into the local one; the counts do not. The list keeps each invoice in its own.

## Required Privileges

Reading, and the cards' type and period, needs `INVOICES_LOOK` or `INVOICES_OPERATION`.

The tick boxes, **Apply to selected** and **Delete** need `INVOICES_OPERATION`. Downloading needs `TABLE_EXPORT`.

## Related Articles

- [Creating an Invoice](https://docs.wisecp.com/en/creating-an-invoice)
- [Invoice Detail Overview](https://docs.wisecp.com/en/invoice-detail-overview)
- [Cash Management](https://docs.wisecp.com/en/cash-management)
- [Client Invoices](https://docs.wisecp.com/en/client-invoices)
- [Taxation](https://docs.wisecp.com/en/taxation)