Invoices

Invoices (in the menu under Revenue) lists what customers owe, from drafts to paid. Above the list you see how much is Outstanding, and how many invoices are overdue and what they add up to.

Find an invoice

  1. Type an invoice number in the search box, for example INV-000042.
  2. Narrow the list with the filters: Status, Entity, Customer, Overdue, Aging, Kind (recurring or one-off) and Issue date.
  3. Select a row to open the invoice.

Your filters stay in the address bar, so you can bookmark or share a filtered list, or save it as a view. If your role may export, the export menu downloads the same list as Excel or CSV.

What the statuses mean

  • Draft: not issued yet. It has no number and can still be changed or deleted.
  • Issued: it has its number and is final.
  • Sent: it was e-mailed to the customer.
  • Partially paid and Paid: payments or credit notes cover part or all of it.
  • Void: cancelled. It keeps its number and owes nothing.

Recurring and one-off invoices

A recurring invoice bills a subscription for one billing period. ASTRO makes it as a draft a few days before the period starts and puts it in Drafts to review. A one-off invoice is one you add yourself with New invoice, for example for consulting work.

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