Invoices

What it is about

The Invoices page is the central management view for Vektori's invoicing, where you can see all invoices saved in the system in a table format. From this page, you can monitor the status of invoices, send invoices, transfer invoices to debt collection, and export invoice data from the system. The Invoices page gathers all customers’ invoices together, so you do not need to go through each customer card separately.

How to get started

The Invoices page can be found in the left-hand navigation menu under Invoices in the Billing section.

What you can do on this page

Browse invoices

Invoices are displayed in a table, with each invoice on its own row. The table columns are:

Invoice number — the invoice identifier; clicking it opens the invoice details
Customer — the recipient of the invoice; clicking it opens the customer card
Amount (excluding VAT) — the invoice amount without VAT
Amount (incl. VAT) — the invoice amount including VAT
Outstanding — the unpaid amount
Invoice date — the date of the invoice
Due date — the payment due date
Invoice status — the processing status of the invoice, e.g. Ready for invoicing or Sent
Billing method — how the invoice is delivered to the customer
Latest payment reminder — information about the most recently sent payment reminder

View summaries

Below the table, three summary cards are displayed:

Amount (excluding VAT) — the total amount of all visible invoices without VAT
Amount (incl. VAT) — the total amount of all visible invoices including VAT
Outstanding — the total amount of unpaid invoicing

The summary cards update according to filters, so you can easily review the overall invoicing status for, for example, a specific time period or customer.

Invoice-specific actions

On the left-hand side of each row is an action button that opens a menu with the following options:

Show — opens the invoice details
Edit — opens the invoice editing view
Preview — shows a preview of the invoice
Send — sends the invoice to the customer
Add payment — records a payment made for the invoice
Files — displays files attached to the invoice
Cancel invoice — cancels the invoice
Delete — deletes the invoice

Create a new invoice

The + Add button in the top right corner opens the form to create a new invoice.

Send invoices

The Send invoices button above the table allows multiple invoices to be sent at once. This function sends all selected or filtered invoices to customers.

Transfer to debt collection

The Transfer to debt collection button moves the selected invoices into the debt collection process.

Export invoices

The Export button enables exporting invoice data from the system. Export options are images in zip format or a CSV file.

Filter invoices

At the top of the page is a comprehensive filter panel, which allows you to limit the displayed invoices based on the following information:

Invoice number and reference number — search by specific identifiers
Invoice status and billing method — filter by status or delivery method
Customer name and customer number — search invoices for a specific customer
Product name or product code — search invoices containing a specific product
Invoice date and due date — limit by date range with start and end dates
Salesperson — filter invoices by a specific salesperson
Invoice type — filter by invoice type
Invoice overdue by days — search invoices overdue by a certain number of days
Payment reminder date and due date — filter based on payment reminders
Number of sent payment reminders — filter by the number of reminders sent
Reminder overdue by days — search reminders overdue by a certain number of days
Dispute status — filter by dispute status
Invoice outstanding amount — filter by the amount outstanding
Show per page — select the number of rows displayed at once

Click Filter to apply the filters or Clear to reset selections. The filter panel can be collapsed by hiding additional filters by clicking the Additional filters button.

Edit column visibility

From the hamburger menu in the top left corner of the table, you can select which columns are displayed. Available columns include: ID, invoice number, customer, customer number, amount (excluding VAT), amount (incl. VAT), outstanding, reference number, invoice date, due date, payment term, payment recording date, sending time, invoice status, debt collection stage, dispute status, billing method, number of sent payment reminders, latest payment reminder, salesperson, created and updated.

Tips and notes

Summary cards and filters work together — by filtering invoices for a particular customer or time period, you can immediately see the total amount and outstanding sum on the summary cards.
The Send invoices function is an efficient way to send multiple invoices at once — first filter the desired invoices, then send them with one click.
Invoice status colour codes quickly indicate the invoice situation — you can spot, for example, unsent or overdue invoices at a glance.
By editing column visibility, you can display exactly the information you need in the table — for example, adding the debt collection stage or sending time can be useful for monitoring invoicing.