The Invoices tab is a new centralized workspace in Ignition designed to help you manage all invoice activity in one place.
The Invoices tab provides a single location to view and manage all invoices created in Ignition, including:
Invoices created directly in Ignition
Invoices imported from your connected ledger
Paid invoices updated by Ignition
Paid invoices synced from your ledger
This gives you a complete view of invoice activity across your business.
Invoice Snapshots
At the top of the table, users can quickly access invoice summaries, including:
Paid Invoices: View invoices that have already been marked as paid.
Unpaid Invoices: Quickly identify invoices that still require payment or follow-up.
All Invoices: Access a complete list of invoices in Ignition.
The Invoices tab also includes a search bar and filtering options to help users quickly find and organize invoices.
The Invoices table includes both bulk actions and row-level actions.
Bulk Actions
Perform actions on multiple invoices at once, including:
Bulk send invoices to multiple clients
Mark as Paid
Void
Delete
Bulk send invoices to multiple clients
The Bulk Create Invoice feature allows users to create and send the same invoice to multiple clients at once from the Invoices tab.
Row Actions
Individual invoices also include quick actions, such as:
Send Invoice
Schedule payment
Request payment
Mark as apid
Void
Delete
