Invoices

Requires. Invoices with View on at least one location. You see only invoices on locations where you have that permission.

The Invoices page is the company-wide list of every invoice your company has sent. Use it to track open balances across the book, audit date ranges, find invoices by customer or location, and bulk-download for collections or review.

Only records with invoice_type = 'invoice' appear here. Credit memos and refund receipts have their own dedicated pages (Credit Memos, Refund Receipts) — same underlying table, different type.

Getting here

Click Accounting in the top nav. If you have invoice-view permission, you land here by default.
From the sub-nav of any other Accounting page, click Invoices.
Or navigate directly to https://portal.securitytrax.com/{your-company}/accounting/invoices.

Filters

Click the filter icon to open the Filter Invoices flyout.

Section 1: Sort and per-page (sticky at top)

Field	Type	Options	Default
Sort by	Dropdown	ID, Date (created), Due Date, Customer, Type — each ascending/descending	ID descending (newest first)
Per page	Select	10, 25, 50	50

Section 2: Date ranges

Field	Type	Notes
Created Date — From / To	Date pickers	Narrow to invoices created in a window.
Due Date — From / To	Date pickers	Narrow by when the invoice is/was due. Invoices without a due date never match a due-date range.
Sale Date — From / To	Date pickers	Narrow by the invoice's sale date.

Section 3: Paid status, customer, and amounts

Field	Type	Notes
Is Paid	Select	Yes (fully paid), No (any balance remaining), or `--` for either.
Customer Name	Text	Matches against the customer's name or business name (partial match).
Outstanding	Grouped condition + amount	A boxed group with a Condition dropdown (Equals, Greater Than, Less Than, Not Equal) and an Outstanding Amount input. Entering an amount without picking a condition shows "Select a condition to use this filter." on submit; a blank amount with a condition is treated as 0.00.
Customer Default Billing Type	Multi-select pillbox	Credit Card, Bank Account, Manual Billing — matches on the customer's default billing method. Customers with no default billing method are excluded when this filter is set.

Section 4: Tags

Two boxed tag-filter groups, each titled with what the tags belong to and containing a Condition dropdown and a Tags picker. A filter only applies once you pick at least one tag.

Group	Notes
Invoice Tags	Tags applied to the invoice itself.
Customer Tags	Tags applied to the invoice's customer.

Conditions for both: Has Any (default), Has All, Does Not Have Any, Does Not Have All.

Section 5: Locations

Field	Type	Notes
Locations	Multi-select pillbox	Narrow to specific locations. Leave blank for all locations you have access to.

Filters are applied on Submit. The Clear button (visible only when a non-sort/non-per-page filter is active) removes all filter criteria but keeps your current sort order and per-page setting.

Aging summary

When any invoices are returned, an aging summary sits above the table:

Bucket	What it shows
Pending	Invoices not yet due (or pending finalization).
Current	Due but not yet overdue.
30+	Overdue by 1–30 days.
60+	Overdue by 31–60 days.
90+	Overdue by 91+ days.
Total	Grand total of all outstanding balances across the buckets shown.

Every bucket — including Total — reflects the same filters and location permissions as the list below. The summary and list always match.

Columns

Column	What it shows	Sortable?
☑	Bulk-select checkbox (max 100 selected for the bulk download action).	—
ID	The invoice ID, rendered as a badge.	Yes
Date	The invoice's creation date, formatted.	Yes
Customer	Customer name, clickable to their Accounting tab.	Yes
Type	The invoice type (Invoice, etc. — translated from the invoice types catalog).	Yes
Amount	The invoice total.	—
Amount Paid	Sum of payments applied to this invoice.	—
Outstanding	Amount minus paid. Shown in red if greater than zero.	—
Due Date	When the invoice is due. Shown as `—` if not set.	—
Status	The invoice's derived status (e.g. Open, Paid, Overdue).	—

Bulk download

The invoices list supports one bulk action: merge selected invoices into a single PDF.

Step-by-step

Use filters to narrow to the invoices you want.
Tick the checkbox on each row you want to include (up to 100 invoices).
Click Download at the top-right of the table.
A confirmation modal appears. Click Download to confirm.
SecurityTrax generates one combined PDF containing all selected invoices in the order they appear on the page.
Your browser downloads the file.

Failure cases (each shows a toast):

No selection — "No invoices selected."
Over the 100 limit — "You can download at most 100 invoices at a time."
PDF generation failed — "Download failed." (usually a backend issue; try again or contact support).

Non-obvious behaviors

Invoice type is hardcoded here. This page only shows invoice_type = 'invoice'. For credit memos and refund receipts, use their dedicated pages.
The aging totals row is not a company-wide anchor. Every bucket (including Total) is scoped to the same filters and location permissions as the list below. If you filter to one location — or simply don't have customerInvoices → view on every location — the totals shrink to match. There is no hidden "see everything" roll-up on this page.
Location access is automatic. If you don't have customerInvoices → view on a location, its invoices simply don't appear. There's no "Forbidden" message.

Payments — the money-in side of the ledger.
Aging Invoices — the same open-AR data grouped by customer instead of row-per-invoice.
Credit Memos — the same table filtered to credit-memo type.
Customer Invoices (per-customer) — one customer's invoices.