Filters, columns and bulk actions in the invoice list

The Invoices page lists every tax document of the organization. Chips and filters narrow the list, the column chooser adapts it to your work, and the selection bar applies actions to many invoices at once.

Filter

1. Click a chip: All, Draft, Validated, In transit, Reported, Rejected, With errors, Unpaid, Partially paid, Paid, Overdue, In review, Reminded, Test or Archived.
2. Type in the search box to match the number, buyer or subject.
3. Use the dropdowns for type (invoices, credit notes, debit notes), category and cost centre. The last two appear once such entries exist.
4. The four cards at the top (Documents, Drafts, Overdue, Outstanding) are shortcuts to the matching chip.

Choose columns

1. Click View.
2. Tick the columns you want: Type, Status, Payment, Buyer, Issue date, Due date, Category, Reminder, Subject, Amount, Outstanding.
3. The choice is saved in your browser and restored on your next visit.

Bulk actions

Tick one or more rows; the selection bar offers, depending on the selected documents:

Export

• Export → CSV of this view downloads the visible rows with number, statuses, buyer, dates, totals, paid and outstanding amounts, category, cost centre and reminder level.
• Export → Zip of this view builds a zip with one folder per invoice containing the PDF, the PINT AE XML and attached files. With rows selected it exports only those.

Good to know:

• The Test chip shows test documents; every other chip hides archived documents, and the statistics ignore test and archived documents.
• The row menu (⋯) holds single-document actions: Edit or View, Record payment, Submit to Taxilla, Preview XML, Download XML, Download PDF, Duplicate, Create credit or debit note, Create proforma from this (tax invoices only, hidden when the Proformas section is hidden), Archive, Delete.
• Import Data on this page imports invoices from CSV.

Related:

• Invoice statuses explained
• Categories and cost centres on invoices
• Archive and unarchive invoices