Customers & Sales
Invoice List
The Invoice List displays all sales invoices. Filter by customer, date, store, or paid status.
Default Columns
These columns are displayed by default when the list opens.
| Column | Description |
| Number | Invoice number. |
| Date | Posting date of the invoice. |
| Customer Name | Name of the customer on the invoice. |
| Amount | Total invoice amount. |
| E-Invoice Status | Electronic invoice certification status. |
Available Columns
Additional columns that can be added via the list configuration. Listed alphabetically.
| Column | Description |
| B2B Message | PEPPOL B2B status message. |
| B2B Status | PEPPOL B2B certification status. |
| Balance Due | Remaining balance (card amount minus paid). |
| Card Amount | Amount applied to the customer card. |
| Comments | Invoice comments or notes. |
| Customer Number | Customer account number. |
| Employee Name | Employee who created the invoice. |
| Employee Number | Employee number. |
| Error Code | E-invoice failure error code. |
| Error Message | E-invoice failure error message. |
| Memo | Transaction memo. |
| MIN Number | Machine Identification Number of the station. |
| Paid? | Whether the invoice has been fully paid. |
| Posted? | Whether the invoice has been posted. |
| Printed? | Whether the invoice has been printed. |
| Reference | Reference string (e.g. PO number). |
| Station Name | Name of the POS station. |
| Station Number | Station number. |
| Store Name | Name of the store. |
| Store Number | Store number. |
| Time | Time the invoice was posted. |
Filters
Filter
Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.
Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.
Sort Column & Method
Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.
Auto Size Columns
When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.
When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.
Store
Filter transactions by store. Defaults to the current store. Clear the field to show transactions from all stores.
Show
Filter by payment status:
• Unpaid only — Show transactions with outstanding balances.
• Paid only — Show fully paid or settled transactions.
• All — Show all transactions regardless of payment status.
Status
Filter by transaction posting status:
• Posted Only — Active, posted transactions (default).
• Voided Only — Voided or deleted transactions.
• Suspended Only — Unposted, suspended transactions.
• All — Show all transactions regardless of status.
Group
Filter by group membership. Select a group to show only transactions that belong to that group. Leave blank to show all.
Customer
Filter by a specific customer. Type part of a customer name or number to search, or use the lookup button. Leave blank to show all customers.
Customer Unit
Filter by customer unit (branch or sub-account). Only transactions for the selected customer unit will be shown.
With Serial
Filter to show only transactions that include a specific serial number. Leave blank to show all transactions.
Customer Group
Filter by customer group membership. Select a group to show only transactions for customers belonging to that group.
Date Range
Restrict the list to a specific date period. The dropdown offers these presets:
• All — No date filter (shows everything)
• Today / Yesterday
• This Week / This Week-to-date
• This Month / This Month-to-date
• This Year / This Year-to-date
• Last Week / Last Week-to-date
• Last Month / Last Month-to-date
• Last Year / Last Year-to-date
• Next Week / Next Month / Next Year
• Last 30 Days
• Custom — Enter specific From and To dates below
Date field shortcuts: Type a letter in any date field for quick entry: d = today, y = yesterday, t = tomorrow, w = first day of week, k = end of last week, m = first of month, eom = end of month, l = first of last month, h = end of last month, a = beginning of year, z = end of year, + / – = next / previous day.
From
The start date when using a custom date range filter.
to
The end date when using a custom date range filter.
E-Invoice Status
Filter by electronic invoice certification status. Options include Pending, Certified, Failed, Cancelled, and others. Only visible when electronic invoicing is enabled.
Error Code
Filter by a specific e-invoice error code. Only visible when the E-Invoice Status is set to Failed.
Retry All Failed
Button to retry all failed e-invoice submissions.
Related Screens
| Invoice | Returns |