Invoices List & Filters

The Invoices list is the main view of every invoice in your organization. Navigate to Invoices from the main menu to open it. From here you can search, filter, open individual invoices, and start a new one with Create Invoice.

Status Tabs

Tabs across the top of the list filter by invoice status:

Tab	Shows
All	Every invoice regardless of status
Draft	Invoices still being prepared
Sent	Invoices sent to the client and awaiting payment
Paid	Invoices marked as paid
Cancelled	Legacy cancelled invoices (cancellation has been retired in favour of credit notes)

Filters

Above the tabs, several filters narrow the list. They combine — the list shows only invoices that match every active filter.

• Client — Search for and pick a single client to show only its invoices.
• Client category — Filter by the client's category, so you can separate the work that dispatches the same way:
  • All (default) — every category.
  • Business — traditional businesses that dispatch via the Peppol network (auto-send).
  • Free Profession — free-profession businesses (doctors, lawyers, notaries…), delivered by email only.
  • Individual — private individuals and households, delivered by email only.
• Review — Filter by whether an invoice's activities need a human decision:
  • All (default) — no review filtering.
  • Ready — no review — only invoices whose activities are all clean.
  • Needs review — only invoices with at least one activity flagged for review. These invoices also show a Needs Review badge in the list.
• Date range — Choose Last 3 months (default), Custom range (pick start and end dates), or All time.

Changing any filter resets the list to the first page of results.

tip

Your filter selections — client, category, review, and date range (including a custom start and end date) — are remembered in your browser. When you return to the Invoices list it restores the filters you last used, so you don't have to reapply them each visit.

tip

The Client category filter mirrors the dispatch method: Business dispatches automatically over Peppol, while Free Profession and Individual are delivered by email. Combine it with the Review filter to isolate the simple, auto-dispatchable invoices from the ones that still need attention. See Non-Business Clients for how these categories are set on a client.

Selecting Invoices for Bulk Actions

Each invoice row has a checkbox, and a Select all checkbox selects every invoice currently shown by the filters. When one or more invoices are selected, a selection bar appears showing the number selected and their combined total, alongside Bulk draft and Bulk send buttons.

note

The Bulk draft and Bulk send buttons are disabled for now and show a "Coming soon" tooltip — bulk invoicing is planned for a future release. Selection today lets you preview which invoices (and what combined amount) a bulk action would cover. Use Clear to reset the selection.

What's Next?

• Invoice Dashboard — Action-oriented view of clients ready to invoice, unpaid invoices, and credit notes, with the same category and review filters.
• Creating an Invoice — Step-by-step guide to generating an invoice.
• Non-Business Clients — Client categories, dispatch methods, and numbering.
• Invoice Details — Viewing, editing, and sending invoices.