Finding Invoices and Reading Their Status
- In the sidebar, open Sales → Invoices.
- The list opens on Issued — your working set, not the whole year.
- Use the rail to switch to Draft, Cancelled or All.
- Click Filter to narrow by Invoice date, Shop or Books state. The drawer's button tells you how many invoices you will see.
- Type a customer number in the search box at the top of the table to jump straight to one account.
The columns
| Column | What it means |
|---|---|
| Invoice No. | The statutory number. Click it to open the invoice. |
| Invoice Date | The date on the document. |
| Shop | The outlet that was billed. |
| Customer | The account it bills to. |
| Amount | The grand total. |
| Status | Draft, Posted, Cancelled or Closed. |
| Books | How far the invoice has got with your ledger. |
| Source | The order it came from, or a Direct tag with the reason it was raised without one. |
What "Books: Pending" means
In this release invoices are not booked into the ledger automatically and no receivable is raised, so an issued invoice reads Pending. That is the honest state, not an error and not something waiting for you to press a button. The invoice detail explains the same thing in full.
Next: Sending and Reprinting.