Work the invoice backlog

Narrow the invoice list to the work that needs your attention, then act on one invoice or a selected group.

Before you start

The views, columns, filters, and counts on the invoice list come from your company schema and your access scope. Do not expect another company to have the same set.

Work a focused queue

1. Open Invoices in the left sidebar.
2. Select the configured view that matches the work you need to do.
3. Use the available search and filter controls to narrow the list.
4. Check the visible status and amount fields before you select invoices.
5. Open one invoice for review, or select checkboxes to use an available bulk action.

Restore an eligible invoice

You need company:invoice:delete to restore a soft-deleted invoice.

1. Open the Archived view on the invoice list.
2. Select an eligible soft-deleted invoice.
3. Select Restore in the action bar.
4. Read the result before you leave the view.

Archived is the only invoice view that offers Restore. It can also contain cancelled invoices, which are not soft-deleted and do not qualify for restoration.

What you should see

The list updates as you change views and filters. After a successful restore, the invoice leaves Archived and returns to the active invoice list.

If something goes wrong

• If Restore does not appear, confirm that the selected row is soft-deleted and that you have company:invoice:delete.
• If a view or filter in another article is missing, use the views configured for your company instead.
• If a bulk action applies to only part of a mixed selection, read the per-invoice result before you clear the selection.

Related

• Use bulk actions on invoices
• Search and filter invoices
• Review an invoice
• Understand invoice statuses