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Badges on the Invoices page

Learn how to use badges in the invoice table and what they represent

Xenia avatar
Written by Xenia
Updated yesterday

On the “Invoices” page in the Finance section, there are badges above the table.

A badge is a system filter with preset parameters that allows you to sort invoices by the most popular filter parameters with a single click. There are 4 badges for invoices: My invoices, Due soon, Overdue, and Receivables (displays the amount).

☝️ Please note that it is not possible to create your own badges or edit existing ones. To do this, you can use filters that can show a list of invoices according to specific parameters.

If you do not have any invoices that match the parameters of a particular filter, the corresponding badge will not be displayed above the table.

My invoices badge — displays the number of documents for which you are the manager. Click on the badge to display only your current documents in the table.

Badge Payment due soon — displays the number of invoices with a due date tomorrow. Click on the badge to display invoices due tomorrow in the table.

Badge Overdue invoices — shows the number of invoices that are overdue by their due date. Click on the badge to display only invoices that are overdue by their due date in the table.

Badge Receivables— displays the total amount of all invoices issued.

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