---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'InvoicesList'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Invoices
summary: >-
  View, filter and manage your invoices; you can add new ones, download PDFs or
  send selected invoices to your bookkeeping software.
helpKey: InvoicesList
generated: true
modals:
  send-to-bookkeeping:
    title: Send to bookkeeping
    summary: >-
      Send the selected invoices to your bookkeeping software after verifying
      that all linked contacts are synchronized.
---

# Invoices

This page lists all invoices for the selected organization. Use it to find, filter, add, download, or send invoices.

## What's on this page
- **Add invoice** button – opens the form to create a new invoice (shown only if you have the required permissions).
- **Sync with bookkeeping** button – starts selection mode to send invoices to your bookkeeping software.
- **Download invoices (pdf)** button – starts selection mode to download invoices as a PDF.
- **Filter** button – opens the filter panel where you can choose Company, Invoice state, Payment status, Contact and other filters.
- **Date** filter – lets you pick a date range or quick‑select options (Today, Tomorrow, Current year, Last 12 months).
- Search field – type a customer name or invoice number (placeholder “Search customer or invoice number...”); the list updates as you type.
- Invoice table – shows invoices with columns **Date**, **Invoice number**, **Supplier** (if more than one company), **Customer**, **Total (excl. VAT)**, **Status**, **Sent status**, **Paid**. Click a column header to sort.
- Selection toolbar – appears after you start a selection; shows how many invoices are selected and provides **Send to …** or **Download invoices (as one pdf)** actions.

## Common tasks
### Add a new invoice
1. Click **Add invoice**.
2. Fill in the invoice details and save.

### Send invoices to bookkeeping
1. Click **Sync with bookkeeping** to start selection mode.
2. Tick the checkboxes next to the invoices you want to send (only finalized invoices not already sent can be selected).
3. Click **Send to …** in the selection toolbar.
4. Confirm the dialog to send the invoices.

### Download invoices as a PDF
1. Click **Download invoices (pdf)** to start selection mode for PDF.
2. Select up to the maximum number shown in the hint (e.g., 20 invoices).
3. Click **Download invoices (as one pdf)** in the selection toolbar.

## Good to know
- Only finalized invoices can be sent to bookkeeping; draft invoices are ignored.
- Invoices already sent to bookkeeping display a green check and cannot be selected again.
- To download an invoice as PDF it must have a public access link; otherwise the download action is disabled.
- When selecting invoices for PDF you can include up to the maximum number shown in the hint (e.g., 20 invoices).

**Send to …** – opens the Send to bookkeeping dialog.

<!-- help-docs: modal send-to-bookkeeping -->

## Send to bookkeeping {#send-to-bookkeeping}

Use this dialog to send the selected invoices to your bookkeeping system.

### Send
- Click the **Send** button to start sending each invoice; a spinner and a progress counter (X / Y) will be shown. While sending you can click **Abort** to stop.

### Close
- If any invoice has a contact not synced with your bookkeeping software, a red warning appears with a list of those contacts. Sync the contacts via the contacts page, then click **Close** to dismiss the dialog.

### After saving
- When all invoices are sent, a success message appears. Close the dialog; the invoices are now recorded in your bookkeeping software.