Invoice List

Search, filter and sort the invoice list, choose its columns and download an invoice document

The Invoices page lists every invoice of the dealership. The heading shows the number of invoices, for example "12 Invoices".

Requirements: permission to read invoices (Invoice Access).

Find an invoice

Open Invoices in the sidebar.
Enter text in the search box. Its placeholder reads "Invoice number, customer, make, model, VIN…".
Optional: set From Date and To Date to limit the list by issue date. Choosing the same date in both fields shows that day only.
Optional: select a column heading to sort. The headings Number, Issued and Total sort the list. The default order shows the newest issue date first.
Select a row to open the invoice page.

The empty list reads "No invoices yet" when the dealership has no invoices. It reads "No matching invoices" when the search or the dates match none.

What the search matches

The search compares each word against these values. An invoice must match every word.

The invoice number. The digits of a pasted number such as INV-00000042 find the invoice.
The customer name.
The ID number printed on the invoice.
The deal number.
The make, model, VIN or plate of a car on any line.

Columns

Column	Content
Number	The invoice number. It links to the invoice page.
Customer	The customer name. It links to the customer page.
Vehicle	The car on the invoice, with a hover card.
Deal	The deal number. It links to the deal page. This column is hidden by default.
Issued	The issue date.
Due	The due date. A due date before today shows in red.
Total	The total in the currency of the invoice.

Select Columns to show or hide columns. The columns Number, Customer and Total always stay visible. The dashboard remembers the choice in the browser.

The list shows 25 invoices on a page. Select Next and Previous to change the page. The buttons appear only when more than 25 invoices match.

Download a document

In the actions menu of a row, select Download. On the invoice page, select Download at the top.
The PDF opens in a new browser tab.

The dashboard generates the document first when none exists, for example after a failed generation. When the document cannot be opened, the dashboard shows the message "Could not open that document."

Open the document on the invoice page

The invoice page has three tabs.

Tab	Content
Document	The PDF in the viewer of the browser.
Lines	The items, the quantities and the amounts, with a link to the car of a line.
Notes	The internal notes. Notes are never printed and never sent to the customer.

A panel on the side shows the Amounts, the Details, any Custom Fields, the Linked customer and deal, and the Payment Details. The total shows the equivalent in the currency of the dealership when the invoice uses another currency.

Notes

Invoices also appear in the Invoices card of a deal page, a customer page and a car page. The card offers a download button and a share switch for each invoice.
The download link works for a few minutes. The dashboard creates a new link on every download.

Find an invoiceCopy Anchor Link

What the search matchesCopy Anchor Link

ColumnsCopy Anchor Link

Download a documentCopy Anchor Link

Open the document on the invoice pageCopy Anchor Link