Sales
Invoices
View billing records and invoice history.
Invoices are billing records synced from your source system. Track invoice history by customer, search by part number, and link back to original orders.
Quick Overview: View invoice history, filter by customer or part, and drill into line-item details. Invoices sync from your source system.
Viewing Invoices
Access invoices from Invoices in the menu or from a customer profile's Invoices tab.
Filtering
| Filter | Description |
|---|---|
| Customer | Specific customer or branch |
| Date range | Invoice date period |
| SKU | Part number search |
| Warehouse | Your fulfillment location |
| Brand | Product brand |
Invoice List
Each invoice shows:
- Invoice number and date
- Customer name
- Due date
- Amount
- Status (paid, pending, overdue)
Invoice Details
Click an invoice to view:
- Header — Invoice number, date, customer, branch
- Line items — Products with quantities, prices, discounts
- Order reference — Link to the original order
- Totals — Gross, net, VAT breakdown
Tip: Click the order reference to jump directly to the order that generated this invoice.
Searching by Part
Enter a SKU in the filter to find all invoices containing that part.
Useful for:
- Warranty claims
- Part history research
- Customer purchase patterns
Did you know? The SKU search finds every invoice where that part was sold. Great for identifying which customers buy specific products.
Data Source
Invoices sync from your source system. They're read-only in WiseParts—all billing is managed in your source system.