Invoice Journal

The Invoice Journal is a tax reporting ledger that provides a comprehensive view of all invoices for accounting and compliance purposes.

Accessing the Invoice Journal

Navigate to Invoices from the main navigation, then select the Journal tab or section.

What the Journal Shows

The journal displays a table of invoices with the following columns:

Column	Description
Invoice Number	The assigned invoice number
Status	Current invoice status (Draft, Sent, Delivered, Accepted, Cancelled)
Issue Date	The date the invoice was issued
Client	Client name and VAT number (if available)
Subtotal	Sum of all line items before discount
Discount	Discount amount applied
Net Amount	Subtotal minus discount
VAT	Total VAT amount
Total	Final invoice total

Invoice journal table

Summary Section

At the bottom of the journal, a summary section shows totals across all filtered invoices:

• Total invoices — Number of invoices in the current view.
• Total subtotal — Combined subtotal of all invoices.
• Total discount — Combined discounts.
• Total net — Combined net amounts.
• Total VAT — Combined VAT.
• Grand total — Combined totals.

VAT Breakdown

The summary includes a VAT breakdown grouped by VAT rate, showing:

• VAT percentage — The rate (e.g., 21%, 9%, 0%).
• Net amount — Total net amount at that rate.
• VAT amount — Total VAT collected at that rate.
• Invoice count — How many invoices include items at that rate.

This breakdown is useful for VAT returns and tax filings.

Journal summary with VAT breakdown

Filtering

You can filter the journal by:

• Date range — Choose from presets:
  • This Year — Current calendar year.
  • Last Year — Previous calendar year.
  • This Quarter — Current quarter.
  • Custom Range — Select specific start and end dates.
• Status — Filter by invoice status (All, Draft, Sent, Delivered, Accepted, Cancelled).

Exporting

Click the Export CSV button to download the journal as a CSV file. The export includes all invoices matching your current filters — useful for importing into accounting software or sharing with your accountant.

What's Next?

• Invoice Reports — Revenue analytics with charts and user breakdowns.
• Invoice Details — View individual invoice details.
• Credit Notes — Issue corrections against invoices.