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The sales invoices screen: columns, filters and actions
The screen you run your sales from: filter, review, submit, print and raise returns.
What is on the sales invoices screen?
A list of every sales invoice, with filters on status, payment status and date, and per-row actions for viewing, editing, printing, submitting and returning.
Where to find it
Transactions → Sales Invoices, or /dashboard/sales-invoices.
Base permission: sales_invoices:view.
The columns
| Column | What it means |
|---|---|
| Invoice Number | SINV-{company code}-{year}-{sequence} |
| Invoice Date | When it was raised |
| Customer | The customer's name |
| Lead Source | The channel that brought the order |
| Status | Draft or Submitted |
| Total Amount | The invoice value |
| Payment Status | Paid · Partial · Unpaid |
| Type | Sale or Return |
The filters
| Field | Type |
|---|---|
| Invoice Number | Text |
| Customer Name | Text |
| Lead Source | Text |
| Item Name | Text — searches inside the invoice lines |
| Status | Select: Draft / Submitted |
| Payment Status | Select: Unpaid / Partial / Paid |
| Invoice Date | Date — use Between for a period |
| Enabled | Yes / No |
| Is Return Invoice | Yes / No |
The Item Name filter is particularly useful: it finds every invoice containing a given item without opening them one by one.
The row actions
| Action | When it appears | Permission |
|---|---|---|
| View | Always | sales_invoices:view |
| Edit | On drafts | sales_invoices:edit |
| Always, any status | — | |
| Submit | On drafts only | sales_invoices:submit |
| Return | Submitted + not a return + returnable quantity remaining | sales_invoices:return |
| Delete | On drafts | sales_invoices:delete_draft |
| Permanent delete | Not submitted | Company admin only |
Why a button might be missing
- Submit — the invoice is already submitted, or your role lacks the permission.
- Return — the invoice is a draft, is itself a return, or everything has been returned already.
- Edit — the invoice is submitted. Submitted invoices cannot be edited.
Return status
The screen can show a return status for each submitted, non-return invoice: how much of each item can still be returned, and whether the invoice has been fully returned.
That is what controls whether the Return button appears, and it is the same calculation used when you open a return invoice.
Printing
The Print button produces the formatted invoice: your company details, the customer's details, the line items and the totals. From there you can print or save a PDF from the browser.
It also works on drafts — just remember a draft has not been recorded in your accounts yet.
The two kinds of delete
- Delete — for drafts, removes the invoice from your lists. Permission
sales_invoices:delete_draft. - Permanent delete — erases the invoice and its lines completely. Company admin only, and blocked on submitted invoices.
Submitted invoices cannot be deleted at all, because they have already affected stock and your accounts. The only route is a return invoice.
Frequently Asked Questions
Why is the Submit button missing on some invoices?
Submit only appears on drafts. A submitted invoice has already been processed. The button also requires the sales_invoices:submit permission — if your role does not have it, you will not see it.
Why is the Return button missing?
Three conditions must all hold: the invoice is submitted, it is not itself a return, and it still has items with a returnable quantity left. Once everything has been returned, the button disappears.
What is the difference between Delete and permanent delete?
Delete removes a draft invoice from your lists while leaving its trace in the database, and needs sales_invoices:delete_draft. Permanent delete erases the invoice and its lines entirely, is available to company admins only, and is blocked on submitted invoices.
Can I print a draft invoice?
Yes. Print works on any invoice regardless of status. Bear in mind that a draft has not been recorded in your accounts yet, so it should not be treated as a final document.
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