A/R Invoices

The A/R Invoices list displays all accounts receivable invoices in the system. Each invoice tracks amounts owed by customers from sales activities, and supports a full lifecycle from Draft through Paid and Cancelled states.

Accessing the Page

Navigate to Finance → Accounts Receivable → A/R Invoices in the sidebar, or go to /finance/ar/invoices.

List Columns

Column	Default Visible	Sortable	Description
Invoice #	Yes	Yes	System-assigned document number
Date	Yes	Yes	Invoice document date
Due Date	Yes	Yes	Payment due date, if set
Status	Yes	Yes	Status badge for the invoice lifecycle
Customer	Yes	Yes	Business partner name
Total	Yes	Yes	Grand total amount (currency formatted)
Balance Due	Yes	Yes	Remaining unpaid balance

Status Values

graph LR
    DRAFT -->|Post| POSTED
    POSTED -->|Partial payment| PARTIALLY_PAID
    POSTED -->|Full payment| PAID
    POSTED -->|Credit memo applied| PARTIALLY_CREDITED
    POSTED -->|Fully credited| CREDITED
    POSTED -->|Cancel| CANCELLED
    PARTIALLY_PAID -->|Full payment| PAID
    PARTIALLY_PAID -->|Partially credited| PARTIALLY_CREDITED
    PAID --> CLOSED

Status	Description
Draft	Invoice is being prepared; not yet posted to the ledger
Posted	Invoice is posted and open for payment
Partially Paid	One or more receipts have been applied but the balance is not zero
Paid	Invoice balance is fully settled
Partially Credited	A credit memo has been applied for part of the invoice
Credited	The invoice has been fully offset by credit memos
Closed	Invoice is fully settled and closed
Cancelled	Invoice has been cancelled; a reason is required for posted invoices

Filtering

Filter	Type	Description
Search	Free text	Searches by invoice number or customer name
Status	Select	Filter by invoice status
Date From	Date	Start of the invoice date range
Date To	Date	End of the invoice date range

Sorting

Click any sortable column header to sort:

• First click — Ascending (A→Z, oldest→newest)
• Second click — Descending (Z→A, newest→oldest)
• Third click — Remove sort

Default sort: Created date descending.

Pagination

The list uses a Load More pattern:

• Page size: 20 records per load
• Load More button at the bottom loads the next batch
• Total count displays above the table

Actions

Page Actions

Action	Description	Permission
New from Quotation	Open a document picker to select an accepted Sales Quotation and create an invoice from it	canCreateARInvoice
New from Order	Open a document picker to select a released Sales Order and create an invoice from it	canCreateARInvoice
New from Delivery	Open a document picker to select a confirmed Sales Delivery and create an invoice from it	canCreateARInvoice
New Invoice	Navigate to the Create A/R Invoice form	canCreateARInvoice

Row Actions

Action	Description	Permission
View	Navigate to the A/R Invoice Detail page	Any
Edit	Navigate to the Edit A/R Invoice form	canEditARInvoice
Post	Transition a Draft invoice to Posted status	canPostARInvoice
Cancel	Cancel the invoice (requires a reason if posted)	canPostARInvoice
Duplicate	Create a new Draft invoice with the same header and lines	canCreateARInvoice
Delete	Delete a Draft invoice permanently	canDeleteARInvoice

Click any row to open the detail page.

Deleting an A/R Invoice

1. Click the row actions menu and select Delete
2. A confirmation dialog warns that the action is permanent
3. Click Delete to confirm — the list reloads

Only Draft invoices can be deleted. Posted invoices must be cancelled first.

Notes

• Cancellation is blocked once the invoice has been fiscalized — the provider has issued a CUFE / fiscal document identifier and the document is legally binding. Issue an A/R Credit Memo against the invoice to reverse it instead.
• When an A/R Invoice was created from a commerce document (Sales Quotation, Sales Order, or Sales Delivery), the detail page shows a source-document badge linking back to the originating document.
• Vendor-side counterparts (A/P Invoices) similarly show source badges when created from a Goods Receipt.
• Stocked-item invoices must originate from a Sales Delivery before posting.
• In single-currency tenants the currency field is hidden from invoice forms.

Common tasks

1. Open the page from the sidebar under Finance → Accounts Receivable.
2. Apply status or date filters to find the relevant invoices.
3. Click a row to view details, or use row actions to post, cancel, or duplicate.

Related Pages

• Create A/R Invoice — Create a new invoice manually
• A/R Invoice Detail — View, post, cancel, or apply credit memos
• Edit A/R Invoice — Edit a Draft invoice
• A/R Credit Memos — Apply credit adjustments to posted invoices
• Cash Invoice — Create an invoice and receipt in a single step
• Payment Receipts — Record customer payments and apply to invoices
• Reconciliation — Match unapplied receipts to open invoices