The Invoices Dashboard

Navigate to Invoices in the left sidebar. The page is restricted to users with the COMPANY or PROJECT_MANAGER role — field-level team members and agents do not see it. If you land on an Access Denied screen, ask your Admin to update your workspace role.

At the top of the page, five stat cards give you an instant financial pulse: Draft, Sent, Paid, Overdue, and Outstanding (a dollar total of everything not yet collected). These numbers are pulled from an org-wide metrics endpoint, so they always reflect your full invoice history — not just the 50 rows currently visible in the table.

Below the stat cards, a row of pill-shaped filter chips lets you narrow the table by status: All, Draft, Sent, Paid, Overdue, Cancelled, and Void. Each chip shows a live count. Clicking a chip resets to page 1 and clears any row selections so you never end up operating on invisible rows.

The table itself shows Invoice number, Customer, linked Job (with a jump-to-job link), Status badge, Amount, Due Date, and Created date. Hovering any date shows the full timestamp including timezone. Clicking any row opens the invoice detail page. On Draft invoices, a Send button appears in the Actions column so you can dispatch the invoice without leaving the list.

For bulk work, check the header checkbox to select all visible rows, then use the Actions dropdown to Send or Resend, Send Reminders, or Void a batch at once. The same Actions dropdown offers Export to CSV — you can export the full filtered view or just your selection. When more than 50 invoices match the current filter, Previous / Next pagination controls appear at the bottom of the card, with a 'Showing X–Y of Z' counter.