The Invoice Dashboard¶

The Invoice dashboard is your control center for everything invoicing. Find an invoice, see its payment history, retry a charge, void it, issue a refund — it's all here.

The dashboard layout¶

View tabs¶

The tabs across the top filter the table by status. Click a tab to switch:

Columns¶

The default column set shows what hosts ask about most often: Number, Customer, Customer Email, Status, Total, Finalized, Due, Amount Due, Amount Paid, Fees, Net, Paid, Subscription, Created.

You can show or hide columns from the column menu (gear icon top- right of the table). Your preferences are saved to your account so the dashboard reopens with the same layout next time.

Search¶

The search bar at the top accepts:

• Invoice number (e.g. INV-0042 or just 0042).
• Customer name (partial matches).
• Customer email (partial matches).

Search is scoped to the current view tab. To search across every status, switch to the All tab first.

Side-peek: digging into one invoice¶

Clicking any row opens the side-peek on the right side of the screen. The side-peek shows everything about that one invoice without leaving the dashboard.

The side-peek has two tabs:

• Overview — customer info, totals, status, due date, notes, the payment history (every payment + refund with date, amount, and method), and the action buttons.
• Line items — every line on the invoice with quantity, unit amount, and any per-line tax overrides.

Actions available from the side-peek¶

Depending on the invoice's status, the action bar at the top of the side-peek surfaces different choices:

Retry charge¶

For invoices in Payment failed state where the customer has a card on file, you can retry the charge directly from the side-peek. This is most useful when:

• The decline was due to a transient issue (network error, temporary bank hold).
• The customer has updated their card and asked you to retry.
• An expired card has since been refreshed.

Click Retry charge from the action menu. The same Stripe charge attempt runs server-side; success transitions the invoice to Paid, failure keeps it at Payment failed with the new failure code recorded.

Bulk actions¶

Selecting multiple rows (with the checkbox column) enables bulk actions across the selection:

• Export selected — download a CSV of just the selected rows.
• Resend selected — re-send the invoice email to every customer in the selection (only works for Open / Payment failed rows).
• Void selected — bulk-void multiple invoices in one action. Requires confirmation.

For larger operations (resend every Past due invoice), filter to the right view first, then select all on the page.

Exports¶

Click Export in the top-right to download a CSV of the current view. The export respects your active filters:

• On the Past due tab → exports only past-due invoices.
• On the All tab with no filter → exports everything.
• With rows selected → exports only the selection (button label changes to "Export N rows").

The CSV includes every column visible plus a few extras (raw Stripe payment IDs, refund amounts, settlement currency) for reconciliation with your accounting system.

Filters and views¶

Beyond the status tabs, you can layer filters from the Filter button. Common filters:

• Customer — show only invoices for a specific contact.
• Date range — finalized between two dates.
• Subscription — invoices generated by a specific subscription's renewals.
• Amount range — filter by total above / below a threshold.

Save a filter set as a view to reuse it. Views show up alongside the default tabs.

The cross-peek: invoice → subscription¶

If an invoice came from a subscription renewal, the side-peek shows a Subscription card linking back to the parent subscription. Click it to open the subscription's side-peek without losing the invoice context — the invoice peek stays mounted in the background while you inspect the subscription.

Useful for cases like: "this customer's renewal failed; show me their subscription to see why."

Troubleshooting¶