What invoice cards show

Each invoice card gives a quick summary of one invoice. It lets you understand the customer, items, dates, total, balance, payment state, and delivery state before opening the full invoice.

Main invoice card details

• Invoice number identifies the invoice, such as INV-2026-06-0001 or BAT2026-05-0002.
• Customer name shows who the invoice belongs to.
• Open lets you go into the full invoice workspace.
• Payment badge shows whether the invoice is paid, part-paid, unpaid, or has a balance due.
• Items section shows the products or services on the invoice.
• Line count shows how many invoice lines are included.
• Issue date shows when the invoice was created or issued.
• Due date shows when the customer should pay.
• Balance shows how much is still owed.
• Total shows the full invoice value.
• Delivery badge shows whether the invoice was emailed, marked as sent, not sent yet, or otherwise delivered.

Custom and inventory item badges

• Custom means the line is a manual product or service that is not linked to stock.
• Inventory means the line is linked to an inventory item.
• Inventory lines can later affect stock when invoice payments are added to Sales, depending on how your workflow is configured.

How to use invoice cards

• Look for red or non-zero balances to find money still owed.
• Check due dates to decide which customers to follow up.
• Use delivery badges to see whether the customer has actually been sent the invoice.
• Open the invoice when you need to send, print, download, duplicate, edit, delete, or record payment.