Invoice List

Browse, search, and manage sales invoices, credit notes, quotes, and standing invoices. The list provides filtering, sorting, and search capabilities across all invoicing documents.

Search Options

Document No	Search for documents by their invoice, credit note, or quote number.
Order No	Search for documents by the customer's order number or purchase order reference.
Packing Slip	Search for documents by their packing slip number.
Document ID	Search for documents by their internal system ID number.

Selection Filters

Customer	Filter by customer code range. Select a single customer or a range of customers to display.
Period	Select which accounting periods to display. Defaults to the current Invoicing system period when the list opens. Linked to the Date filter so that changing one updates the other.
Date	Filter by document date range. Linked to the Period filter so that changing one updates the other.
Sales Person	Filter documents by the assigned salesperson code.
Documents	Filter by document class (multi-select from INInvoiceType enum values): Invoice - Standard sales invoices Credit Note - Credits or refunds Quote - Price quotations Standing Invoice - Recurring invoice templates
Current / History	Filter by document storage location. Defaults to Current when the list opens. Current - Active documents History - Archived documents Both Current and History - All documents
Post Status	Filter by post status (multi-select from INPostStatus enum values).

Saturn Filters

The following filters are available when Saturn multi-branch functionality is enabled:

Branch	Filter documents by branch code.
Department	Filter documents by department code.

Display Columns

Document ID	The internal system ID for this document. Click the row (or the Open button) to open the document for viewing or editing.
Document No	The invoice number, credit note number, or other document number.
Customer Code	The customer this document is for.
Document Date	The date of the document. The list is sorted by this column in descending order by default.
Order No	The customer's order number or purchase order reference.
Document Class	The type of document: Invoice (I) - Standard sales invoice Credit Note (C) - Credit or refund Quote (Q) - Price quotation Standing Invoice (S) - Recurring invoice template
Period ID	The accounting period this document belongs to.
Post Status	The current posting status of the document: Unposted (U) - Not yet posted Open (O) - Open / in progress, not yet posted Posted (P) - Posted to accounts Deleted (D) - Deleted
Exclusive Amount	The total amount excluding tax in the transaction currency.
Exclusive Amount Bs	The total amount excluding tax in the base currency.

Row Styling

Credit Notes

Rows for credit notes (Document Class "C") are displayed in red.

Deleted Documents

Rows for deleted documents (Post Status "D") are displayed with deleted row styling.

Deleted documents are hidden by default. They only appear once you apply an explicit Post Status filter that includes Deleted.

Actions

New Create a new document. The available document types (Invoice, Credit Note, Quote, Standing Invoice) depend on your permissions. If only one type is permitted it opens directly; otherwise a menu lets you choose.
Open Open the document to view or edit it. Click a row, or use the Open button at the start of the row.
Refresh Reload the list to see the latest data from the server.
Selections / Filter Narrow the list using the selection filters above, or apply column filters.
Actions menu (...) Customize visible columns, change row density, sort, print the current list, and export to CSV or Excel.

To open a document in a new browser tab or copy a direct link to it, use the More Actions menu at the end of a row.

Note: Posted documents can only be edited for limited fields (custom/extended fields). Period status does not restrict editing of posted documents. Posted documents cannot be deleted regardless of period status -- they can only be reversed through a credit or negative invoice.