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Invoice List

The Invoice List (Invoice Maintenance) page shows customer invoices generated from completed jobs.

Invoice List

Key components

  • Search bar - search invoices by invoice number, customer, site, job, or keyword
  • Reset Filters - clears all filters
  • Status filter radio buttons - choose which invoices to view:
  • Active
  • Closed
  • Active / Closed
  • Deleted
  • All

Invoice table

Typical columns:

  • ID
  • QuickBooks link indicator
  • Invoice number
  • Status
  • Invoice Date
  • Job ID
  • Customer / Site
  • Amount
  • Bill Term
  • Paid in Full
  • Actions

Click an Invoice ID or Invoice number to open the invoice details.

Best practices

  • Track unpaid invoices regularly to support timely collection.
  • Confirm bill terms before finalizing invoices.
  • Use Active/Closed views for auditing and reconciliation.