# Introduction (https://docs.carlio.app/docs/invoices)

The invoices that the dealership issues, with their documents and numbers



The **Invoices** page lists every invoice that the dealership has raised. Each invoice has a PDF document that the dashboard generates when the invoice is saved.

## What the area contains [#what-the-area-contains]

| Part            | Purpose                                                                               |
| --------------- | ------------------------------------------------------------------------------------- |
| Invoice list    | One row for each invoice, with search, a date filter, sorting and selectable columns. |
| Invoice form    | The form for a new or changed invoice, with a preview of the document beside it.      |
| Invoice page    | The generated document, the lines, the internal notes and the figures of one invoice. |
| Payment details | Saved bank, PayPal, cryptocurrency or other instructions that print on an invoice.    |

## Guides [#guides]

* [Create an invoice](/docs/invoices/create-an-invoice)
* [Set the language, formats and text of an invoice](/docs/invoices/set-the-invoice-document)
* [Choose payment details for an invoice](/docs/invoices/choose-payment-details)
* [Find and download invoices](/docs/invoices/find-and-download-invoices)
* [Edit or delete an invoice](/docs/invoices/edit-or-delete-an-invoice)
* [Share an invoice with the customer](/docs/invoices/share-an-invoice-with-the-customer)

## Access [#access]

The invoice area uses four permissions.

| Permission | What it allows                                                                                                                                          |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Read       | Open the **Invoices** page and every invoice, and download documents.                                                                                   |
| Create     | Raise a new invoice. The permission is named **Raise Invoices**.                                                                                        |
| Update     | Edit an invoice and change whether the customer sees it. The permission is named **Edit Invoices & Settings** and also opens the invoice settings page. |
| Delete     | Delete an invoice.                                                                                                                                      |

The owner and manager roles hold all four permissions by default. The staff role holds none of them. The dealership can open **Invoice Access**, **Raise Invoices** and **Edit Invoices & Settings** for the staff role.

## Invoice numbers [#invoice-numbers]

The dashboard numbers the invoices of a dealership in sequence. The first invoice receives the number 1, the second the number 2, and so on. A new invoice receives its number when it is saved, so the form shows no number before that moment.

The printed number combines a prefix and the sequence number, padded with zeros. The default form is `INV-00000001`. The prefix and the padding are set on the invoice settings page.

## Company details and defaults [#company-details-and-defaults]

The company address, the tax number, the signature image and the default language, formats and texts are set on the invoice settings page, under **Settings**. The invoice form shows a note with a link to that page when the company address is empty. In that case the invoice document has no address block.

## Notes [#notes]

* An invoice has no paid or unpaid status. The only control over the life of an invoice is whether the customer sees it on the shared customer page.
* The dashboard does not match payments to invoices. An invoice never shows a balance due.
* The dashboard has no default tax rate. The tax is entered on each invoice.
* The dashboard has no electronic signature for invoices. A signature image from the invoice settings prints on the document.
* The dashboard does not write an invoice into the ledger. A payment against an invoice is a transaction that the team records separately.