> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiipp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Viewing and Managing Customer Invoices and Billing
> View, search, and manage all customer invoices — track outstanding balances, collect payments through the POS, adjust fees, and print billing documents.
The Invoices page gives you a complete picture of billing across all customers. Every invoice the system has ever generated — paid, unpaid, partially paid, or cancelled — is listed here with its current payment status and outstanding balance. Use this page for daily billing oversight, to look up a specific customer's invoice history, to adjust fees, or to print a copy for a customer on request.
***
## The Stats Header
Three summary cards at the top of the page update automatically based on any filters you apply:
| Stat | What It Shows |
| --------------------- | --------------------------------------------------------------------- |
| **Total Billed** | The combined face value of all invoices in the current view |
| **Total Collected** | Payments already received against those invoices |
| **Total Outstanding** | The remaining balance still owed (Total Billed minus Total Collected) |
These figures reflect only the invoices visible after your current search and filter settings are applied — they are not always system-wide totals.
***
## The Invoice List
Each row in the table represents one invoice. The columns show:
| Column | Description |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Invoice Info** | Invoice number and creation date, plus the number of packages attached |
| **Customer** | Customer's full name and their account code |
| **Amount / Balance** | Total invoice amount, with a "Due" indicator showing the remaining balance if unpaid, or a green "Settled" note if fully paid |
| **Status** | Current payment status badge |
Click any row to open the invoice detail page for that record.
***
## Invoice Status Meanings
| Status | Meaning |
| ------------- | ----------------------------------------------------------------------------- |
| **Paid** | The full invoice amount has been collected. No balance remains. |
| **Unpaid** | No payment has been received. The full amount is outstanding. |
| **Partial** | A partial payment has been made. A balance is still owed. |
| **Draft** | The invoice has been created but not yet finalised or issued to the customer. |
| **Cancelled** | The invoice has been voided and is no longer collectible. |
***
## Searching and Filtering Invoices
Use the toolbar above the table to narrow the list:
* **Search bar** — Type an invoice number, customer name, or email address. Results update as you type (with a short debounce delay).
* **Status filter** — Select a status from the dropdown to show only invoices in that state.
* **Date range** — Set a start and end date to show invoices created within that period.
* **Reset** — Click the **Reset** button to clear all filters and return to the full invoice list.
***
## Generating an Invoice
Click the **Create Invoice** button in the top-right of the toolbar. You will be taken to the invoice creation form.
Search for and select the customer you are billing. Their account details and wallet balance will load automatically.
Add the packages being billed on this invoice. Each package contributes its freight and customs charges to the invoice total.
On the invoice detail page, you can set or adjust the **Delivery Fee**, **Handling Fee**, **Discount**, **Late Fee**, and **Other Charges** using the editable fields in the Billing Summary panel. Changes save automatically.
The Billing Summary panel shows a live breakdown: Total Freight, Total Customs, all fees and adjustments, and the final **Grand Total** and **Balance Due**.
***
## Viewing an Invoice Detail
Click any invoice row from the list to open its detail page. The detail page is divided into two areas:
Shows the customer's name, email, phone, and wallet balance; the table of attached packages with editable cost fields (declared value, freight, customs); and the full payment history for the invoice.
Shows a live financial breakdown: freight total, customs total, all adjustable fees, and the grand total. The **Balance Due** at the bottom updates in real time as you edit any fee field.
### Editing Fees on an Invoice
In the **Billing Summary** panel, click into any fee field to change the value. The totals recalculate automatically and save when you move out of the field. Click **More Fees** to reveal the Late Fee and Other Charges fields if needed.
### Removing a Package from an Invoice
Removing a package from an invoice is immediate and cannot be undone from the backoffice. The package is detached from the invoice and the billing total recalculates instantly. Only remove a package if you are certain it should not be billed on this invoice.
In the **Attached Packages** table, click the trash icon on the right side of any package row. Confirm the prompt. The package is removed and the invoice total recalculates immediately.
***
## Collecting a Payment Against an Invoice
To record a payment directly from the invoice detail page:
1. Click **Pay Now** in the header actions area (visible only when a balance remains).
2. You will be redirected to the **Point of Sale** screen with this customer pre-loaded.
3. The invoice will appear in the unpaid list. Select it, add a payment method, and complete the transaction as normal.
All payments collected through the POS are listed in the **Payments** section at the bottom of the invoice detail page, showing the date, method, reference, and amount applied for each entry.
***
## Printing an Invoice
From the invoice detail page, click **Print** in the top-right header. The printable invoice opens in a new browser tab. Use your browser's print function or the print button on the page to send it to your printer.
If a customer needs a copy of their receipt (not the full invoice), use the **Print Receipt** function from the POS success screen instead. Receipts are formatted for 80mm thermal printers and include a QR code.