The Invoices area is where you create, send, and track the bills you raise for your customers — and watch them get paid. This overview gives admins the lay of the land before the step-by-step guides: where the page lives, how to start a new invoice, the columns you'll watch, and how to find any invoice fast.
Where to find Invoices
From the dashboard, select Invoices in the left-hand menu (under Members & Billing), or go straight to /dashboard/billing/invoices. This opens your invoice list — every bill you've raised, with its current status.
Creating invoices
The New Invoice button in the top-right starts a one-off invoice — a single, non-recurring charge. You can also generate invoices two other ways: by converting a closed-won deal from your CRM, or automatically from each cycle of a recurring subscription. Invoices created those ways land in this same list (linked back to the deal or subscription), so everything you bill lives in one place.
The columns you'll watch
Each row summarizes one invoice. The key columns are:
- Number: the invoice number once it's finalized (drafts show
DRAFTuntil then). - Customer: the account you're billing.
- Status: where the invoice stands — Draft, Open, Partially paid, Paid, Overdue, Void, or Uncollectible.
- Issued and Due: when the invoice was finalized and when payment is owed.
- Total: the full amount of the invoice.
- Outstanding: the balance still owed, or a Paid in full pill once it's settled.
The Status badge on each row tells you at a glance whether an invoice is still a draft, open and awaiting payment, partially paid, or fully paid — so you can scan the list and see exactly what needs attention.
Finding and filtering invoices
As your list grows, use the controls at the top of the page. Search by invoice number, account, or item; filter by status, by overdue only, or by a date range; and click a column heading to sort. Applied filters show as removable chips with a Clear all option.
Getting paid online
You can always record payments you receive by check, cash, or bank transfer against an invoice. To let customers pay you online — and to switch on the Pay buttons on invoices and in the member portal — you'll need to connect a payment processor (Stripe). That's covered in the Payments guides.
Where to go next
Now that you know your way around, the rest of the Invoices guides walk through each task:
- Create a one-off invoice and add line items, taxes, and discounts.
- Finalize and send an invoice, then track its lifecycle.
- Record payments, handle partial payments, and send reminders.
- Void or mark uncollectible an invoice that won't be collected.