Invoices
The Invoices page provides a centralized interface for viewing, filtering, inspecting, and exporting all invoices generated within the system.
It is part of the Billing module and is accessible via Billing → Invoices in the navigation menu.
The page consists of three main components:
Invoices List
Filters Panel
Invoice Details View
Export Function
1. Invoices List
The main section displays a tabular list of all invoices generated across companies and end users. Each row includes the following key fields:
Number – the unique invoice identifier.
Created At – date of invoice creation.
Company – the company to which the invoice belongs.
End User – the specific end-customer (if applicable).
Total Amount – total charge amount.
Currency – currency in which the invoice was issued.
Additional functions:
Row selection for bulk actions.
Search bar for quick filtering by invoice number or related data.
Quick action menu (⋮) for accessing the invoice preview or exporting the document.
2. Filters Panel
The Filters panel allows users to narrow down the list of invoices based on specific parameters. It opens via the Filter button located next to the main search bar.
Available Filter
Company Dropdown list containing all available companies. Selecting a company limits the results to invoices associated with that entity.
Controls
Submit Applies the selected filters and refreshes the list.
Clear All Resets all applied filters, returning the list to its unfiltered state.
The filter panel provides a compact way to focus on specific billing records without leaving the page.
3. Invoice Details View
Clicking any invoice number opens the Invoice Details panel on the right side of the screen. This view contains all invoice-specific information structured in a three-section layout:
3.1 General
Displays the primary invoice metadata:
Invoice Number
Creation Date
Status
Linked End User
Company information (if applicable)
3.2 Billed To
Contains billing recipient information:
Company or end user name
Contact email
Address (if available)
3.3 From
Shows the issuing organization’s details:
Organization name
Address
VAT/Tax identifiers (if applicable)
3.4 Item List
A detailed breakdown of all items included in the invoice:
Item – product or service name
Qty – quantity
Unit Price – price per unit
Amount – line total
A summary line shows the overall Total amount.
The Details view helps users quickly audit, verify, or share invoice information.
4. Export Function
The system supports exporting invoices directly from the Invoices list or from the Invoice Details view.
Capabilities
Export a single invoice in CSV format.
Export multiple invoices by selecting the desired rows and choosing the export option.
Downloaded files adhere to standard invoice formatting, including company data, itemized charges, and totals.
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