13. Invoices

The Invoices section is designed to create, track, and manage invoices issued to clients. It allows you to monitor payment status, associate invoices with transactions, attach supporting documents, and follow the full lifecycle of each invoice from creation to settlement or expiration. 

 In this section, you can: 

 

 

 Create new invoices for clients 

 

 

 View and manage all existing invoices 

 

 

 Change invoice statuses 

 

 

 Search and filter invoices by multiple criteria 

 

 

 Attach and manage invoice documents 

 

 

 View related transactions and postbacks 

 

 

 By default, the invoice list displays all invoices you have permission to view, including their current status, client, amount, and key dates. 

 Invoice List and Columns 

 The Invoices module displays a table of all invoices in the system with the following columns: 

 

 Currency – Invoice currency (with asset icon if applicable) 

 Amount – Invoice amount 

 Project – Linked project (clickable) 

 Client – Client associated with the invoice (clickable) 

 External ID – External or integration identifier (if provided) 

 Description – Invoice description (if provided) 

 Expires At – Invoice expiration date and time 

 Created at – Date and time the invoice was created 

 Status – Current invoice status (Pending, Paid, Overpaid, Underpaid, Expired) 

 Actions – Context actions such as documents, edit, and related records 

 

 Columns can be sorted by clicking on the column headers. 

 Creating a New Invoice 

 To create a new invoice: 

 Click the Add button in the upper-right corner of the Invoices section. 

 In the Add invoice window, fill in the following fields: Client – Select the client the invoice is issued to Currency – Select the invoice currency Amount – Enter the invoice amount Network – Optional field for blockchain or payment network Wallet address – Destination wallet address (if applicable) External ID – Optional identifier for external systems Expires At – Expiration date of the invoice Status – Initial invoice status Comment – Internal comment Description – Invoice description or notes 

 Click Save to create the invoice. 

 The newly created invoice will appear in the invoice list with the selected status. 

 Editing an Invoice 

 To edit an existing invoice: 

 

 

 Locate the invoice in the list. 

 

 

 Click the Edit (✏️) icon in the Actions column. 

 

 

 Update any editable fields such as amount, expiration date, status, comment, or description. 

 

 

 Click Save to apply changes. 

 

 

 Invoice Status Management 

 Invoices support multiple statuses, including Pending , Paid , Overpaid , Underpaid , and Expired . To change the status: 

 

 

 Click the Status badge in the corresponding invoice row. 

 

 

 Select a new status from the dropdown list. 

 

 

 The status updates immediately and is reflected in the table. 

 Searching for Invoices 

 Use the Search field located above the Invoices table to quickly find invoices by visible text fields such as client name, currency, or identifiers. The list updates in real time as you type. 

 

 The Search input is independent from Fast Filters. Saved filter views include only structured filters and do not store search terms. 

 

 Filtering Invoices 

 To filter invoices: Click Select any filter to open the filter panel. Configure one or more of the available filters: 

 

 Project – Filter invoices by project 

 Clients – Filter by one or more clients 

 Currency – Filter by invoice currency 

 Amount – Filter by amount (e.g., less than a value) 

 Status – Filter by invoice status 

 Created date – Filter invoices created within a date range 

 Wallet address – Filter by wallet address (contains) 

 Comment – Filter by comment text (contains) 

 

 Click Apply to apply the selected filters. To remove all filters at once, click Drop filters . You can also save a filter configuration using Create view for reuse. 

 Invoice Documents 

 Each invoice can have documents attached. 

 To manage documents: Click the Documents icon in the Actions column. In the Documents window, drag and drop a file or click Browse to upload it. Supported formats include pdf, doc, docx, xls, xlsx, txt, csv, jpg, jpeg, and png. Uploaded files appear in the documents table with file name, extension, size, creation date, and actions. 

 Related Transactions 

 To view transactions related to an invoice: Click the  Actions (⋮) menu in the invoice row. Select Related transactions . 

 You will see a read-only table listing all transactions linked to the invoice, including currency, amount, type, project, account type, IDs, asset details, status, and actions. 

 Related Postbacks 

 To view postbacks associated with an invoice: Click the Actions (⋮) menu in the invoice row. Select Related postbacks . 

 The Related postbacks page displays all postbacks linked to the invoice, including ID, URL, status, creation date, and available actions. 

 The Invoices module centralizes invoice creation, tracking, and reconciliation. With powerful filtering, status management, document attachments, and direct links to related transactions and postbacks, it provides full visibility into invoice lifecycle and payment outcomes within the Banking system.