Sent invoices can be found under Invoicing → Invoices. You can see whether the customer has opened the invoice in the Del. method column and in the Delivery log.
Where do I find the invoice?
Invoices under Invoicing → Invoices are divided into the tabs Draft, Unpaid, Paid and All.
In the Status column you can see the current status of each invoice:
Open – the invoice has been sent to the customer but not yet paid.
Reminder – a payment reminder or dunning notice has been sent for the invoice.
Debt collection – the case has been forwarded to debt collection.
Paid – the invoice is fully settled.
Credited – the invoice has been credited with a credit note.
Credit notes are in the same list as invoices. Every document with a negative amount is shown as Credit note with a number, and gets the heading CREDIT NOTE on the PDF.
Click the arrow on the left of an invoice to expand it and see linked rows – for example attached dunning notices and debt collection cases with their own due dates, fees and interest.
Click on an invoice to open it, or use the Actions button on the right for quick actions.
See if the customer has opened the invoice
In the Del. method column you can see how the invoice was sent and the delivery status, e.g. "Status: sent", "Status: opened", "Status: delivered" or "Not delivered".
Click the icon next to the delivery method to open the Delivery log – a history overview showing exactly when the invoice was sent, to which address and by which method, as well as when any payment reminders were sent.
Filtering and searching the invoice list
Search
Type in the Search in invoices... field at the top to search. The search finds matches in:
Invoice number (from the start of the number, e.g. "74" finds 7462)
Customer name
The description and note on the invoice itself – not the text on the invoice lines
Voucher number
The search does not look at the document type. The CREDIT NOTE heading and the Credit note label in the list are set automatically from the amount, and you can't search for them.
Credit notes you create with Credit on an invoice get a description saying they are a credit note of the invoice. This description is written in the company's language, not yours – for a Norwegian company it is "Kreditnota av faktura nummer …". Search for that word (e.g. "kreditnota") in the Paid or All tab, even if you use Catacloud in English. Credit notes made in other ways, for example as an invoice with a negative amount, are found with the amount filter – see below.
Filters
If you have many invoices, use the Filters button in the top right of the invoice list to narrow the view. You can filter by:
Customer
Project
Department
Dimension
Amount or amount range
Delivery status
Invoice status – only on the Unpaid and All tabs
Click Apply filters to activate the filter, or Clear filters to reset.
Showing all credit notes
Credit notes have a negative amount. To show only credit notes, however they were created:
Click Filters.
Under Amount range, enter -1 in the To amount... field and leave From amount... empty.
Click Apply filters.
Choose the All tab to see credit notes regardless of status. If you know the credit note number, you can also search for it directly.
See also
When should you contact us?
Contact us in the chat if you can't find an invoice you have sent, or if the delivery status looks wrong. Provide:
Client name and customer name
Invoice number
Screenshot of any error message