Viewing Invoices

  • Navigate to Customer Management > Invoices.

  • View the list of invoices with details like Invoice ID, Amount, Invoice Status, Customer Slug, Payment Status, and Due Date.

  • Click on an invoice to view more details.

  • If you want to access Invoice for individual customers, you can click on the customer and navigate to Customers section.

Invoice Details Breakdown When viewing a specific invoice, you will see:

  • Invoice Number – A unique identifier for the invoice.

  • Date of Issue – The date the invoice was generated.

  • Due Date – The deadline for payment.

  • Order Details – Breakdown of subscription charges, intervals, and quantities.

  • Taxes and Discounts – Any applied tax rates, credits, or discounts.

  • Payment Status – Indicates whether payment is pending, successful, or failed.

  • Wallet Application – If a customer wallet is used to partially or fully pay the invoice.

Updating Invoice Status

  • Click the Options (⋮) menu on an invoice.

  • Select Update Invoice Status.

  • Choose from:

    • Draft – Editable invoice before finalization.

    • Finalized – Locked invoice ready for payment processing.

    • Void – Cancels the invoice and prevents further changes.

  • Click Update to save the changes.

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Updating Payment Status

  1. Open the invoice and click the Options (⋮) menu.

  2. Select Update Payment Status.

  3. Choose from:

    • Pending – Payment is awaited.

    • Successful – Invoice is marked as paid.

    • Failed – Payment attempt was unsuccessful.

  4. Click Update to apply changes.

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Downloading Invoices

  1. Open an invoice.

  2. Click Download to get a PDF version.