Invoice Detail & Actions

View invoice line items, payment history, send to customers, push to Xero, and manage payments.

Opening the detail panel

Double-click any row in the Invoices grid to open the invoice detail panel.

Invoice detail panel

Header

Shows the invoice number, current status badge, and due date badge. The due date badge turns red when the invoice is overdue.

Left — Invoice contents

Customer / Meta — Customer name, linked order number (click to open the order), issue date, due date, and invoice number.

Items — Line-by-line breakdown:

Column	Description
Description	Product name and SKU. Non-item lines (freight, surcharge, discount) show their type in brackets.
Qty	Quantity (item lines only).
Unit Price	Unit price (item lines only).
Tax	Tax amount for this line.
Amount	Line total.

Payment Progress — A progress bar showing how much of the invoice has been paid. Visible only when a partial payment exists and the invoice is not yet fully paid or voided.

Payment History — A list of payments recorded against this invoice, showing amount, payment method, reference, date, and status.

Refund History — A list of refunds processed against this invoice, showing amount, reason, date, and status.

Xero Sync — Appears when Xero is connected. Shows the linked Xero invoice number, sync status, last synced date, and any sync errors or variances detected.

Right rail — Summary and actions

Balance Due / Paid / Refunded — The rail header shows:

State	Display
Unpaid or partial	Balance Due amount
Fully paid	"Fully Paid"
Fully refunded	"Fully Refunded"

Amount breakdown:

Row	Description
Items	Sum of all product line amounts.
Freight	Freight charge.
Surcharge	Surcharge if applicable.
Discount	Discount if applicable.
Tax	Total tax across all lines.
Total	Final invoice total.

Editing invoice content

For Pending invoices that are not yet linked to Xero, you can edit line item descriptions, quantities, unit prices, freight, and add or remove items directly in the detail panel.

Click Edit Items & Freight in the Items section to enter edit mode.

See Editing Invoice Content for the full guide.

Actions

Send to Customer

Emails the invoice to the customer. Available for Pending and Sent status invoices. Moves status to Sent after sending.

Send Checkout Link

Generates a Stripe payment link and emails it to the customer. Available for any unpaid, non-void invoice. If the customer has no email on file, the link is created but not emailed.

Requires Stripe to be connected. If Stripe is not connected this action is not available.

Mark as Paid

Manually marks the invoice as paid. Use this when payment was received outside of Stripe (e.g. bank transfer, cash). Moves status to Paid.

Void

Cancels the invoice permanently. A reason is required. The void reason is stored and can be edited after voiding. Voided invoices cannot be reopened.

Download PDF

Downloads the invoice as a PDF file.

Xero integration

When Xero is connected, the invoice detail panel shows a Xero section in the right rail.

Action	Description
Push to Xero	Sends the invoice to Xero for the first time. Available when not yet linked.
Refresh Linked Xero Status	Pulls the latest status from Xero for an already-linked invoice.
Open in Xero	Opens the linked Xero invoice directly in a new tab.

A cooldown period applies after each push or refresh to prevent duplicate sync requests.

If a sync error occurs it is displayed in the Xero section. Errors related to tax rate mapping or freight configuration include a direct link to the relevant settings page.

Bulk Xero push

From the main Invoices toolbar, you can push multiple invoices to Xero at once using Push to Xero (select invoices in the grid first). A preview shows how many invoices will be pushed before you confirm.