Use this article to find your way around the Invoice tab in Finance: the summary cards, the date and status filters, search, the invoice table, the row actions and how to delete invoices. The Invoice tab is where every invoice you create lives.
How do I open the Invoice tab?
To open the Invoice tab, in the left sidebar click Finance, then click Invoice in the row of tabs at the top of the page.
What are the cards, filters and buttons at the top of the Invoice tab?
The top of the Invoice tab has these cards, filters and buttons:
Summary cards – Total Invoices, Partially Paid, Paid and Past Due give you a count of invoices in each state.
Create Invoice – opens the invoice form (see Adding products, variants and one-off items to an invoice).
All Invoices, This Week, This Month and Next Month – narrow the list by the invoice due date. The number on the right of each one is how many invoices fall into that group.
STATUS – PAID, DRAFT, DUE, PARTIAL PAYMENT, PAST DUE and ACH PROCESSING. Click one to show only invoices with that status; the heading above the table changes to match, and All Invoices takes you back to the full list.
Search – type part of a client's name (for example Marcus) or an invoice number (for example 2) and the list filters as you type.
Export – download the list as a CSV or PDF (see Exporting your invoice list).
What do the columns in the invoice table mean?
Each row in the invoice table is one invoice. The columns are NO. (the invoice number), CLIENT, TOTAL, PAID, REMAIN (what is still owed), COST, PROFIT, PAYMENT (the payment status badge), DUE (the due date) and ACTION. Newest invoices are at the top, and the SENT and DRAFT chips above the table are the colour key: invoices that have been sent are shaded light blue, drafts are grey.
Click the invoice number in the NO. column to open the invoice.
Click the client name in the CLIENT column to open the same invoice.
The invoice table shows 10 invoices at a time. Use Per Page at the bottom of the table to show more, and the arrows next to it to move between pages.
What are the row action icons on the Invoice tab?
The row actions are in the ACTION column at the right-hand end of each row of the invoice table, as four icons. Hover over an icon to see its name.
Send Mail – emails the invoice to the client.
Preview Invoice – opens the invoice exactly as the customer sees it, in a new browser tab.
Share – creates a short link to the customer view of the invoice.
Remove – deletes the invoice.
How do I share a link to an invoice?
To share a link to an invoice, click the Share icon on its row. The Share Your Link dialog opens:
Copy copies the short link (stackab.ly/…) to your clipboard; Generate makes a new short link.
Share with Contacts – sends the link by email, text or to the community.
Share on Social – posts the link on Facebook or Twitter, or embeds it in your website.
How do I delete an invoice?
To delete an invoice, click the Remove icon on its row in the invoice table. A confirmation asks Are you sure to delete the invoice?
Delete anyway removes the invoice from the list.
Cancel keeps the invoice.
To delete several invoices at once, tick the box at the start of each row in the invoice table. A red Delete Selected button appears above the table with the number of invoices you have ticked; click it and confirm.
Note: There is no undo for a deleted invoice, so check the invoice number before you confirm.