Invoices Overview

Documentation Index

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The Invoices section provides a centralized view of generated invoices across your customers, contracts, and billing cycles. It shows finance and operations teams all invoice activity, track billing status, and manage invoice workflows in a single location. Invoices are designed to reflect the output of your configured pricing, subscriptions, and usage data. This section helps surface the relevant billing information in a structured and operationally focused format. This applies for reviewing draft invoices before finalization, validating billed usage, or tracking invoice history for a customer account. At the top of the page, you’ll find summary information and filtering tools that help narrow invoice data by customer, status, billing period, or related contract activity. Below that, invoices are displayed in a searchable table designed to support both day-to-day billing operations and financial review workflows.

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Invoice Overview

The Invoices section allows you to view and manage invoices generated for your customers and serves as the primary workspace for reviewing billing activity. From this view, you can see invoices across customers and contracts and filter them. Prior to approving each invoice, you can also apply changes to individual invoices then approve, send & sync each invoice or multiple invoices at once .

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Invoice Filters and Presets

Invoices can be filtered to help you focus on specific subsets of data. Filtering allows you to narrow down invoices by status, customer, contract, or time period. You can also apply preset filter combinations to quickly switch between different invoice views without rebuilding filters each time. Presets help standardize common workflows, such as review queues or approval batches.

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Working With Multiple Invoices

From the invoice list view, you can take actions on multiple invoices simultaneously, allowing for:

• Reviewing groups of invoices
• Applying bulk actions where relevant (such as status changes or multiple approvals)
• Navigating efficiently across large invoice sets

This can be especially useful for high-volume billing operations.

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Zen Mode

Zen Mode provides a focused way to review invoices one at a time. Think of it as a soothing, meditative approach to invoice management without being overwhelmed by an entire table of options.  When Zen Mode is enabled, invoices are presented individually, then reviewed/approved in sequence, one at a time. The interface minimizes distractions from surrounding data.

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Dynamic View vs. PDF View

Each invoice includes a dynamic view that displays how the invoice was calculated as well as the usage consumption for each product over the invoice period. From this view, you can see usage accumulation over the invoice period and how charges are broken down within the invoice. Within an invoice, usage is displayed as it accumulates across the billing period. This allows you to see how usage grows or spikes during the invoice timeframe and to make changes for consumption in later billing periods. Each invoice can also be viewed as a PDF, represents the finalized invoice format and allows for standard sharing, sending, and record keeping. The PDF can also include clickable links in its digital form, such as a ‘Pay Now’ link.