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There’s no standalone invoice list to browse — you open an invoice through the order it belongs to.

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Before you begin

Any team member can view an invoice. Which actions are available to you depends on the invoice’s status and channel — see below.

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Find an invoice

Open the order from your order list, then go to its Invoice view. If the order has been approved, its invoice is shown there.

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What an invoice shows

  • Which order it’s for
  • Whether it was created in FikaTrade only, or also in Xero (and its Xero reference, if so)
  • Its status
  • Its amount (ex-GST)
There’s no invoice date or due date shown on this page — see Invoice dates, payment terms and totals for why, and no downloadable PDF is currently available.

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Available actions

Which of these you see depends on the invoice’s current status and channel:
  • Send Invoice — finalizes a draft invoice. In practice, this has usually already happened automatically as part of approving the order — see How invoices are created.
  • Collect Payment — starts payment collection from the customer through FikaTrade.
  • Mark as Paid — records the invoice as paid outside FikaTrade. Only available for FikaTrade-only (non-Xero) invoices where payment collection isn’t enabled for that customer.
  • Void Invoice — see Void an invoice.

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Editing an invoice

There’s no direct “edit invoice” action. While an invoice is still a draft, it stays in sync with its order automatically — if you edit the order (see Edit an order), the invoice’s amount updates to match. Once an invoice is finalized, it’s locked and no longer updates from order edits.