Invoices

Invoices is the ledger for customer billing operations. It brings open balances, due dates, payment state, collection risk, and invoice actions together. You can then move from review to follow-up, and you do not rebuild the story in a spreadsheet.

What Invoices Helps You Do

• see open, overdue, and paid totals at a glance
• find a specific invoice by number, customer, amount, date, or status
• open a compact details sheet and stay in the list
• continue to a full invoice record for payments, balances, activity, and customer context
• create, send, schedule, duplicate, download, cancel, or correct an invoice when its status permits that action

Before You Start

• Sign in and select the team whose invoices you want to manage.
• Make sure you can access that team's billing records. Invoice data is team-scoped.
• Add or check the customer before you send an invoice. You can also create a customer from the invoice form.
• Review Settings → Invoices if the invoice numbers, payment terms, tax behavior, reminders, PDF attachment, or currency defaults need to change.

Open the Invoice Workspace

1. Open Invoices in the main navigation.
2. Select Invoices in the section navigation.
3. Use the adjacent Insights and Products tabs when you need analytics or reusable catalog items.

The top of the page shows four signals for operations:

Select Open, Overdue, or Paid to apply the related status filter to the table. If the payment score says No data, create and complete invoices before you use it as a decision signal.

When more than one currency is present, the summary cards show a total in the team's base currency. Open the information tooltip beside a summary label to examine the original-currency breakdown and the converted amounts.

Find the Invoice That Needs Attention

Use the status tabs

The primary tabs are All, Open, Overdue, Paid, Scheduled, and Draft. Open combines draft, scheduled, and unpaid records; it does not include overdue invoices.

The shortcuts above the table give Open queue, Overdue, Paid, and Recurring views.

Search and filter

1. Enter an invoice number, a customer name, or other text from the invoice in Search invoices or filter.
2. Select Open filters.
3. Add one or more filters:
   • Due Date
   • Issue Date
   • Sent At
   • Amount
   • VAT
   • Tax
   • Customer
   • Status
   • Recurring
4. Review the visible rows after you apply each filter.
5. Select Clear filters if the page shows No results.

Status filters can include draft, overdue, paid, unpaid, canceled, and scheduled invoices. A Custom tab appears when the selected status combination does not match one of the standard tabs.

Adjust the table

Use Manage invoice columns to show or hide optional fields. Available columns include invoice number, status, due date, customer, customer email, and amount. More columns include tax and VAT fields, issue and payment dates, and sent and viewed dates. The list ends with recurring information, source, sync information, and e-invoice details.

The table loads more records as you scroll. A count of the rows on screen now is not always the team's complete invoice count.

Examine an Invoice

1. Select a normal data cell in an invoice row. Avoid the selection checkbox and actions menu when you want to open details.
2. Review the details sheet:
   • customer, amount, and status
   • issue, due, sent, and scheduled dates when available
   • invoice link and activity
   • payment progress, collection signals, recovery controls, settlement offers, and sync badges when the necessary data exists
   • internal notes
3. Select Open full page for the complete record.
4. On the full page, review the totals, payment link, customer context, and line items.
5. Then review related invoices, payments, adjustments, notes, lifecycle activity, performance signals, and balances.

What to check

Before you take an action, confirm:

• the invoice number and customer are correct
• the displayed currency and total match the invoice
• the due date supports the status that you see
• Payments received, Credits, and Amount remaining agree with your records
• the activity and communication history show the expected send, reminder, view, and payment events
• any integration badge names the provider you expect

Available Actions by Status

Actions are split between the row menu and the details sheet. Their availability changes with invoice status.

When you select many invoices, the page shows a bulk Download action. The invoice table does not offer bulk status changes or bulk deletion.

Status and State Notes

• Draft means that you can still edit the invoice. No delivery action finalized it yet.
• Scheduled means that a future delivery job waits to run. When you cancel the schedule, the invoice returns to draft.
• Unpaid means that Eigenn finalized the invoice. The invoice is still outstanding.
• Overdue is an outstanding, past-due state. It is not offered as a manual status action.
• Paid records an invoice-level paid state and payment date.
• Canceled keeps the invoice record but removes it from active collection work.
• Deletion is permanent. You can delete only draft and canceled invoices.
• When you duplicate any invoice, Eigenn creates a new draft for review. The new draft does not keep the source invoice's paid or canceled state.

Conditional Capabilities and Limitations

• Remind, Auto-chase overdue, and Settlement offer appear for unpaid or overdue invoices. Each control has its own conditions.
• Auto-chase needs a recovery policy that you set up. Its panel shows the current step and next reminder when an active sequence exists.
• Settlement offers are available only for open unpaid or overdue invoices. Eigenn shows an offer on the customer's invoice page. The offer expires after 14 days.
• Payment progress appears only after you record at least one payment. Reconciliation and predicted-next-payment details appear only when that data is available.
• Sync badges appear only after an invoice has a recorded connection to a supported accounting or payment provider.
• The invoice list does not offer PDF download for drafts, because a final document does not always exist yet.
• The table menu and full-page header do not show identical controls. For example, paid and canceled rows omit Edit invoice. The full-page header can still display an edit control. Recheck the current status before you change a terminal record.

Troubleshoot

I see No results

Select Clear filters, then check the standard status tabs. A date, customer, recurring, or amount filter can remain active even when the search field looks empty.

I cannot find an invoice in Open

Open includes draft, scheduled, and unpaid invoices. Check Overdue, Paid, or All for other statuses, and confirm that you are in the correct team.

The summary amount looks different from the row amounts

The summary can convert many currencies into the team's base currency. Open its currency tooltip to compare the original and converted values.

I cannot edit, download, or delete an invoice

Actions depend on the status. Drafts do not offer PDF download. Paid and canceled rows do not offer edit in the table menu. You can delete only draft or canceled invoices.

The details sheet did not open

Select a regular invoice cell rather than the checkbox or the three-dot actions button. If the row still does not open, refresh the page and confirm the invoice still exists in the current team.

I recorded a payment but the status or balance looks wrong

Open the full page and compare Payments received, Credits, and Amount remaining. An invoice-level status correction and a payment ledger entry are separate concerns. Reconcile the payment record before you use Mark as paid or Mark as unpaid.

Related Pages

• Create and Send Invoices
• Manage the Invoice Lifecycle
• Invoice Products
• Invoice Insights
• Customer Records
• Invoice Collection Workflow