Documentation

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.

Section 3: 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

  1. Use filters to narrow to the invoices you want.
  2. Tick the checkbox on each row you want to include (up to 100 invoices).
  3. Click Download at the top-right of the table.
  4. A confirmation modal appears. Click Download to confirm.
  5. SecurityTrax generates one combined PDF containing all selected invoices in the order they appear on the page.
  6. 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.

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