# Invoice List (https://docs.carlio.app/docs/invoices/find-and-download-invoices)

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 [#find-an-invoice]

1. Open **[Invoices](https://carlio.app/dashboard/invoices)** in the sidebar.
2. Enter text in the search box. Its placeholder reads "Invoice number, customer, make, model, VIN…".
3. 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.
4. 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.
5. 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 [#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 [#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 [#download-a-document]

1. In the actions menu of a row, select **Download**. On the invoice page, select **Download** at the top.
2. 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 [#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 [#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.