Invoices

A single screen for every invoice in your workshop. Pick a date range, filter by status, search by customer, vehicle plate or invoice number, then bulk-export the result as an accountant-ready CSV or a multi-invoice PDF bundle.

Where this lives

Open from the main menu: Invoices. This page is for managing invoices across the whole workshop. To create or edit an invoice on a specific job, see Invoices on a service.

What you can do here

See every invoice in your workshop in one place.
Jump to this month, last month, this year or all time in a single tap.
Pick a custom From / To date range when the presets aren’t enough.
Slice by status: Issued, Draft, Cancelled, All.
Search by invoice number, customer name or vehicle plate.
Select one or many invoices to bulk export.
Download an accountant CSV with per-VAT-rate columns, or a PDF bundle of the selected invoices.
Tap any row to open the full invoice editor.

Quick date ranges

The chips above the date pickers are the typical accountant workflow (“send me April”) in one tap:

Preset	What it selects
This month	1st of the current month → today.
Last month	The full previous calendar month.
This year	1st January of the current year → today.
All time	No date limit — every invoice you’ve ever issued.

Picking a manual From or To clears the active preset so it’s clear which range is currently filtering the list.

Status tabs

Above the list, four tabs split the result by status:

Issued — invoices that have been finalised and given an invoice number. The default tab.
Draft — works in progress that haven’t been issued yet.
Cancelled — invoices that were issued and then voided. Their numbers stay reserved (see the numbering rules).
All — everything in the current date range, regardless of status.

Search

The search box matches across three fields at once:

Invoice number — e.g. INV-001245.
Customer name — the bill-to on the invoice.
Vehicle plate — the plate of the car the service was for.

Search runs on top of the active date range and status tab, so you can scope a search to “all unpaid invoices for AB-12-CD this year” in three taps.

Reading a row

Each row shows everything you typically need before you decide whether to open it:

Invoice number and status pill.
Bill-to (customer or company name).
Vehicle line: plate · brand · model.
Any notes you saved on the invoice (payment terms, references).
Issued date in dd/MM/yyyy.
Total amount in your workshop’s currency.

Tap the row to open the invoice editor; long-press (or tap the checkbox) to add it to the current selection without leaving the list.

Selecting invoices

Selection lives on the screen, not on the server — so it survives scrolling and pagination. Two helpers above the list make bulk work fast:

Select all visible — ticks every row currently in the filter.
Clear selection — resets to zero ticked.

Selection clears automatically when you change the date range, status tab or search term, so you never accidentally export invoices you can no longer see.

Exporting

Tap Export to open the picker. There are two outputs, in order of accountant value:

CSV (accountant)

One row per invoice with per-VAT-rate columns — built for VAT returns and bookkeeping software.

Runs on the current filter (date range + status + search). Selection is ignored — CSV always exports the full filter.
Dates land as dd/MM/yyyy so European bookkeepers don’t need to reformat anything.
Columns include net, VAT and gross totals broken down per VAT rate (e.g. 0 %, 13 %, 24 % as separate columns).
One file, one download — even for very large ranges.

PDF bundle

A single PDF stitched from the selected invoices, ready to send to a customer or partner.

Runs on the selection — you must tick at least one invoice for this option to be available.
Each invoice keeps its own page header, line items and VAT breakdown.
Past 100 invoices in a selection, the bundle is split into multiple files of up to 100 each. The download dialog shows progress (“Part 2 of 4”) and saves files one after another.
If a part fails, earlier parts stay saved and you can retry from the failed part.

Don’t close the dialog mid-bundle

Multi-part PDF exports run client-side, file by file. Closing the progress dialog cancels the remaining parts — the parts already saved are kept, but unsaved parts will need a retry from the resume point.

Permissions

Two permissions guard this screen:

Read invoices — required to see the list at all. Without it the screen shows a friendly “no access” message.
Export invoices — required to use either CSV or PDF export. The Export button stays visible but is disabled when the role doesn’t have it.

Both are configured per role under Roles & permissions.

Tips

For monthly bookkeeping: Last month → Issued → Export → CSV. Three taps.
For a customer who asks for “all my invoices this year”: search their name, switch to This year, Select all visible, Export → PDF bundle.
For a quick sanity check on revenue: This year → Issued — the count and totals appear in the summary line above the list.