The Invoices section in Formitize allows you to view, manage and track your Invoices in one place. You can quickly find Invoices based on their payment status, customise the information displayed and save your preferred layout for future use.


To view your Invoices in the Web Portal > Accounts > Invoices.

From the Invoices table, you can use the available filters to view:

  • All – View all created Invoices.

  • Unpaid – View Invoices awaiting payment.

  • Paid – View Invoices that have been paid.

  • Overdue – View Invoices that have passed their payment due date.


The Invoices list uses a Smart Table, allowing you to customise the information displayed. Select Columns to choose which Invoice details you would like to see, then save your preferred layout as a View so you can easily access it again.


You can also access other account management areas, including Payments, Quotes, Purchases, Items, Tax Settings and Account Settings, using the available tabs.


Note: Quotes and Purchases also use Smart Tables, allowing you to customise and save your preferred Views in the same way.