Billing Overview
Select Billing > List from the sidebar to open the invoice list. This page shows every invoice your organization has created, whether still in draft or already generated. If Billing is greyed out in the sidebar, your plan does not include it.
Before creating your first invoice, you need to configure your company details, tax rate, and currency under Organization Settings > Billing Settings.
The Invoice List
A date range picker sits at the top of the page and defaults to the last three months. Changing the date range reloads the list to show only invoices created within that period.
The list displays invoices in a grid with the following columns:
Invoice — the invoice prefix and number. Clicking the number opens the invoice for editing (if draft) or the preview page (if generated).
Client — the client name associated with the invoice.
Total — the invoice total with the currency symbol.
Created On — the date the invoice was first saved.
Generated Date — the date the invoice was generated, or a dash if it is still a draft.
Due Date — the payment due date.
Status — a colored chip showing the current status: draft, generated, due, paid, overdue, uncollectible, or void.
The list shows 10 invoices per page. Use the controls at the bottom of the grid to move between pages or to show 5 or 25 per page. Click a column heading to sort by that column.
Row Actions
Each row has a three-dot menu on the right. The available options depend on the invoice status:
Draft invoices: Edit and Preview.
Generated invoices: View and Print. If the status is generated, due, overdue, or uncollectible, a Status option also appears. It opens a dialog where you choose Due, Paid, Overdue, or Uncollectible from the Invoice Status list and click Update. Once you change the status, the invoice can no longer be reverted to draft; it can only be voided.
Filtering
A filter row appears above the grid. You can filter by:
Invoice # — text search.
Client — select from a dropdown of your organization’s clients.
Total — text search.
Created On, Generated Date, Due Date — text search supporting partial date formats such as MM/YY, DD/MM/YY, YYYY etc.
Status — select from a dropdown: draft, generated, due, paid, overdue, or uncollectible.
Click the X button at the end of the filter row to clear all active filters.
CSV Export
Click the download icon to the right of the date range picker to export the current list as a CSV file. The export includes the invoice number, status, client name, client email, dates, currency, subtotal, tax, discount, and total for each invoice.
Creating an Invoice
Click the Create Invoice button at the bottom of the list to open the invoice editor. For details on the editor, see Creating and Editing Invoices.
If you do not see the Create Invoice button, contact your administrator to enable billing permissions for your role.
Draft entries are snapshots captured at the time they were saved. Changes to time entries after a draft was saved are not reflected in the list totals. Opening a draft for editing fetches the latest data.
Voiding and Reverting
Once an invoice has been generated, its preview page carries two further actions:
Revert to Draft — available while the status is still generated. Reverting unlocks the invoice's time entries and makes the invoice editable again; generating again picks up any time entries approved in the date range since. A note is optional.
Void Invoice — available once an invoice is generated, due, paid, overdue, or uncollectible. Voiding is permanent: the status becomes void and the invoice's time entries are unlocked so they can be billed again. A note explaining the reason is required.