Client Invoices

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Track all invoices in the client's account context to find unpaid documents quickly and apply collection actions to the correct account.

Opening the Screen

Open a client and choose the Invoices tab: {admin}/users/detail?id={client}&tab=invoices

What Is on the Screen

The tab shows the invoice list itself, with the client column hidden because every row belongs to the same client.

List Invoice number, total, subtotal, tax, currency, payment method, issue and due dates, and status. The search, sorting and filters from the main invoice screen work here too.

Bulk action Action buttons that appear in the list toolbar once a row is ticked; they apply to every ticked invoice at once: paid, unpaid, cancelled, send reminder, merge, delete.

Invoice detail The link in the row opens the invoice's own page, where line items, taking payment and the history live.

Tasks

Chase unpaid invoices

Filter the list down to unpaid invoices by status.
Tick the ones you want to chase.
Choose the reminder from the bulk action. A reminder goes to the client for the invoices you picked. If their notification preferences exclude invoices, nothing is sent and the message says why.

Record an invoice paid outside the panel

Tick the invoice.
Choose the paid status from the bulk action and confirm.
The invoice closes as paid, and the payment date and the income record are written at that moment.
A balance top-up invoice loads the client's wallet when approved, so it also needs USERS_MANAGE_CREDIT.

Merge unpaid invoices into one

Tick at least two unpaid invoices to merge.
Choose Merge from the bulk action and confirm.
The oldest of the ticked invoices stays. The lines of the others move onto it, and the others are deleted.

Things to Watch

This list is the main invoice screen

The columns, filters and export are the same; the only differences are the hidden client column and the list being narrowed to this account. Everything you know from the main screen applies here.

Deleting an invoice cannot be undone

A deleted invoice goes with its line items and its history. Deleting several invoices at once asks for your own password; a single invoice does not. Where the record matters, cancel it instead of deleting it.

When invoices can be merged

Every ticked invoice has to be unpaid, with no payment record on it. A formalized invoice does not merge. The tax settings and the billing profile have to match. An invoice tied to a subscription, an installment plan or an open checkout does not merge. Only the invoice that stays may carry a coupon. When a check fails, no invoice changes and the message names the invoices that blocked it.

Required Privileges

Reading the tab comes with the client record. The bulk action picker is only shown to staff who hold both USERS_OPERATION and INVOICES_OPERATION. Delete and Merge also need INVOICES_DELETE; without it the two choices are not shown. Approving a balance top-up invoice needs USERS_MANAGE_CREDIT.

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