Invoices Overview

Invoice list, summary stats, filters, statuses, and row actions.

Published June 18, 2026 · 5 min read

Overview

The Invoices list tracks every bill you send — drafts, open balances, paid history, and void records.

Where in the app: Sidebar → Sales → Invoices
Open: Invoices

Card	Shows
Total Outstanding	Open balances across invoices
Past Due	Dollar amount past due date
Paid This Month	Collected this calendar month
Open Invoices	Count of unpaid/open docs

Column	Purpose
#	Invoice number
Customer	Bill-to name
Company Name	Business name when applicable
Amount	Invoice total
Invoice Date	Document date
Due Date	Payment due
Balance Due	Remaining unpaid
Days Overdue	Computed when past due
Payment Date	Last payment (optional column)
Terms	Net 30, etc.
Status	Draft, Open, Paid, etc.
Actions	Row menu

Past-due rows show a red left border. Scroll to load more (10 per page).

Control	Purpose
Search	Invoice #, customer, company (server-side)
Status filter	All, Paid, Open, Past Due, Draft, Void
Export CSV	Download filtered list (up to 10k rows)

Status	Meaning
Draft	Not issued; editable freely
Open	Sent/issued; balance due
Past Due	Open and past due date
Partially Paid	Some payment received
Paid	Balance zero
Void	Cancelled; no longer collectible
Credited	Credit memo applied

Action	When available
Receive Payment	Balance due > 0
Send	Opens detail with send dialog
Edit	Most non-void statuses
Issue Credit Memo	Paid or partially paid
Void	Open/draft/past due; no payments; not QBO-synced
Delete	Draft only; no payments; < 30 days; not QBO-synced

Warning: Invoices synced to QuickBooks cannot be voided or deleted from Dirt Face until handled in QBO.

Button	Purpose
New Invoice	Add Invoice
New Credit Memo	Standalone credit memo modal
Recurring	Recurring templates