Invoices
The list of your sales invoices, its columns, its indicators and the actions available on each row.
The Invoices screen brings together all your sales invoices. You open it from the sidebar, under Invoices. An invoice is a document issued to a customer, numbered without gaps, with an issue date, a due date and a status that tracks its payment. It is also the only type of document you can send over the Peppol network straight from its row.
- The indicators summarise the invoices shown.
- Quick search filters by number or customer.
- Filters narrow down by status, period or tags.
- Each row shows number, customer, dates, amount and status.
- Quick actions sit at the right of the row.
- This button opens a new invoice.
The header and the indicators
The header card shows All dates: this button opens the period picker (today, 7 days, month, quarter, year or a custom range). The action bar offers Export by period, Bulk actions (enabled as soon as a row is ticked), Scan (Novadesko Intelligence), Download the selection as a ZIP, and Create.
Four tiles summarise the filtered period:
| Tile | Content |
|---|---|
| Revenue | Total of the invoices including VAT, with the total excluding VAT as a subtitle. |
| Total VAT | VAT collected on the same invoices. |
| Documents | Number of filtered documents, with an Overdue badge if some invoices are past due. |
| Peppol | Incoming and outgoing documents for the year, with your plan's quota. |
Below the tiles: the Quick search... box, the Filters button, the Not sent to accountant shortcut and the link to the « Corbeille » (trash) with the number of deleted documents.
The columns
| Column | Detail |
|---|---|
| Invoice No. | Clickable number leading to the detail page, internal identifier underneath. |
| Customer | Customer name, with a Peppol badge if the customer record carries a Peppol identifier. |
| Issue date | Sortable. |
| Due date | Sortable, shown only for sales documents. |
| Amount | Total including VAT in bold, excluding VAT underneath, then the Remaining balance if there is one. |
| Status | Coloured badge: Created, Sent, Paid, Partially paid, Overdue, Cancelled. |
| Actions | Quick icons and the options menu. |
The table footer reads "Showing 1-7 of 7 Documents", followed by the totals excluding and including VAT of the rows displayed. On a phone, each invoice becomes a card: customer, number and date, amount including VAT and status badge.
- On a phone, each invoice becomes a card.
- The status pill stays visible on the card.
- Creation stays within reach at the top of the screen.
Row actions
The icons on the right of each row let you, in order: Send by email, Preview the PDF, Download, Send to accountant (green tick once transmitted), Send via Peppol (greyed out with the tooltip "Customer without Peppol identifier" if the customer is not connected) and Options.
- This invoice is past due with a balance left.
- Open the menu at the end of the row.
- The menu adapts to the state of the invoice.
- The reminder is offered only for a past due invoice.
- Record a received payment here.
The Options menu contains, depending on the state of the invoice:
| Entry | Condition |
|---|---|
| Add payment or Payments | Always; the label changes once the balance is zero. |
| Mark as sent (manual) | Invoice in Created status, not sent via Peppol. |
| Mark as paid | Invoice in Created, Sent or Partially paid status. |
| Mark as cancelled | Invoice in Created or Sent status. |
| Send reminder | Overdue invoice with a balance. |
| Edit | Invoice still editable, otherwise Editing locked. |
| View details, Send by email, Download, Export XML | Always. |
| Generate credit note or View credit note | Invoices only. |
| Duplicate | Always: opens the pre-filled form. |
| Send via Peppol | Connected customer, invoice not cancelled. |
| Delete | Otherwise Deletion locked with the reason. |
The entries marked "Available on the web" in the app (manual mark as sent or cancelled, XML export, credit note generation) are run from the Novadesko web application.
Numbering
The number is proposed automatically on creation ("Next number proposed automatically"), based on the prefix defined in Settings > Documents. A number must be unique within your company: the message "Invoice number "X" is already used for this shop" blocks saving. To keep the sequence unbroken, you cannot delete an invoice if a more recent one exists.
The free plan only allows a single sales invoice. Beyond that, the Create button is locked and points to the choice of a plan.
Tick several rows, then open Bulk actions to send to the accountant, download a ZIP or delete in one go. Documents locked by a VAT return block bulk deletion.