Invoices Overview

Review saved invoices, confirm status and due dates, and move from draft creation into live billing operations.

Use Invoices to review the invoice records that have already been created and saved.

Invoices overview showing saved invoices with status, due date, customer, and amount. Invoice builder showing the draft view that feeds records into the saved invoices list. Inbox thread detail showing the collections and communication context teams often open from the invoices list.

Typical Workflow

Open Invoices.
Review amount, customer, due date, and status.
Open the invoice that needs the next action.
Move into inbox, payment, or detail work as needed.

This view helps you quickly identify which invoices are pending, overdue, or ready for the next step.

What This View Is For

checking what has already been created
confirming invoice state after save
reviewing due dates and exposure
deciding which invoice needs follow-up next

State and permission behavior

this view reflects saved invoice records, not draft-only work
downstream workflow still depends on the connected client, inbox, and payment context

Troubleshooting

I created an invoice, but I cannot find it here

Check whether the create flow completed successfully and whether you are looking in the correct workspace context.

I can see the invoice, but not the conversation around it

Move into the inbox workflow when the invoice already has customer communication attached to it.