The Invoices page groups every invoice into four tabs by status. The count on each tab shows how many invoices it holds.
Statuses
Status | What it means | What to do next |
Draft | Saved, not yet sent. Fully editable. | Finish and create it, or delete it. |
Open | Sent to the customer and awaiting payment. Locked. | Remind, or mark it paid once the payment lands. |
Paid | Matched to a deposit, or marked paid outside Altitude. | Download for your records, or unmatch the payment if the wrong deposit was matched. |
Void | Canceled after it was sent. Keeps its number. | Create a corrected invoice if needed. |
Note: Overdue is not a separate status. An open invoice past its due date shows a red overdue badge on the Open tab.
Find an invoice
Search invoices by customer or number.
Filter by customer, amount or date.
Select a column heading to sort.
Actions on each tab
Draft: Edit, Download, Delete.
Open: Remind, Mark paid, Download, Void.
Paid: Download, and Unmatch payment from Invoice details.
Void: Download.
Select any row to open the invoice. Drafts open in the editor; sent invoices open an Invoice details panel.
See Receive invoice payments for reminders, matching, unmatching and payments made outside Altitude, and Edit, void or delete an invoice for changes.