Sales Invoices makes it easy to manage all your outgoing invoices in one place. You can upload or create invoices, quickly find the invoices you need, and take actions like sending invoices to customers, collecting payments, marking as paid, and attaching documents or comments to them. This guide will give you an overview of the key features of the app to help you get started.

Open the app via your favourite apps on your home page or via the app launcher at the top-right of your screen.

Create your invoices directly on the platform and enjoy other features like automatically calculating VAT, discounts and save time thanks to the product catalog.

Why wait for manual bank transfers? By activating Payments, your invoices include a "Pay Now" button or QR code for every invoice. Your customers pay instantly, and Banqup automatically marks the invoice as "Paid" for you.

→ Learn how to get paid faster with Payments

If you're creating invoices outside the platform, you can upload them to the app.

You can export your sales invoice list directly from the app for reporting or data analysis. Click the Export data button in the top-right corner of the table to open the export dialog.

A notification in the lower-left corner tracks progress and provides a direct download link as soon as the file is ready.

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By default, invoices in review are shown when you open Sales Invoices. You can click the other tabs to view Drafts, unpaid invoices, paid invoices, or all invoices.

The Drafts tab holds the invoices you have started but not yet sent. You can work on them without leaving Sales Invoices: double-click a draft to open it straight in the editor. When you finish or close a draft, you come back to wherever you started, either Sales Invoices or Document Creator.

Find specific invoices quickly with the search and filtering options. You can search by document name, date, status, due date, or customer.

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Type your term, then press Enter or click the search icon to run it. The search does not fire on every keystroke, which keeps long lists responsive. Searches of one or two characters work when they are numbers, so you can look up a short invoice number without padding it.

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When a tab holds more than 999 documents, the counter shows 999+ instead of the exact figure.

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Your search term and any filters you set stay applied when you switch tabs, so you can carry the same view from In review to Unpaid without setting it up again. The count on each tab reflects what your filters actually match, not the total. Clear the search box to go back to the full list.

You can decide which columns to display in Sales Invoices by clicking on Columns then selecting what you want to see and applying the changes. Next time you'll open Sales Invoices, the custom columns you selected will be displayed.

For invoices uploaded in the app, a number of actions are available. You can select one or multiple invoices to see the actions bar and choose what to do with those selected invoices.

Actions are also available by clicking on the three dots in the Actions column for individual invoices.

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When you select multiple documents, the action buttons show how many items they affect, for example Approve (5). If some documents in your selection are skipped during a bulk action, you get a clear message explaining what was left out.

What types of files can I upload as invoices?

You can upload e-invoices in XML (UBL) as well as invoices in PDF, PNG, or JPEG format. If you have invoices in other formats, you'll need to convert them to one of these supported file types before uploading.

Can I upload multiple invoices at once?

Yes, you can upload multiple invoices at the same time by selecting all the files you want to upload and dragging and dropping them into the upload area.

How do I edit the information on an uploaded invoice?

To edit an invoice, click on the invoice in the list to open its details page. From there, you can click the Edit button to modify the invoice information. E-invoices cannot be edited.

How do I know if an invoice has been paid?

Invoices show a status (unpaid, partially paid, or paid) in the invoice list and on the invoice details page. Using the payment services will automatically update the status of an invoice. If you don't use the payment services, you'll be able to manually mark invoices as paid or will not be paid.