The invoice screen
One invoice, its stepper, and the four buttons that move it — including the one that cannot be undone.
3 min read
On this page
What the stepper is telling you
Draft, Issued, Paid is the sequence, and the line underneath names whose move it is rather than repeating the status you can already see. On a draft it says the next move is yours; on an issued invoice it says you are waiting on the customer.
Overdue and Void are not a fourth and fifth step. Both are an issued invoice that stopped: one is still owed and needs chasing, the other is written off and never will be. That is why they are drawn differently from each other and not just tinted differently.
Your customer reads this same stepper in their portal, worded from their side — where you read "waiting on payment" they read "payment is due".
The charges
Container lines are recomputed from the booking every time the invoice is read. They are not editable here in any state, and that is not a missing feature: an invoice that has drifted away from the booking it bills is the start of an argument with a customer. To change what the containers cost, change the booking.
Extra costs are the only thing billed on top, and a cost in a different currency is totalled on its own line rather than converted.
On a USD invoice you may also have asked for the container total to be restated in AED. It appears under the total due, with the rate it was converted at written beside it — that rate is the one saved on this invoice, not today's. See Raising an invoice for how it is set.
Beside the charges, the rail answers the three questions that are not charges: what this bills — a link to the booking, if your role can open one — when it was raised, and when it is due.
The buttons, and when each one appears
- Edit and Issue invoice — only on a draft. Editing reaches the due date, the extra costs and the AED rate, nothing else. Both need permission to update invoices.
- Chase as overdue — only while the invoice still reads as Issued. Once it is marked, there is nothing left to mark, so the button goes away.
- Record payment — on an issued or overdue invoice.
- Void — on anything not already paid or voided, and it needs the stronger delete permission rather than update.
If a button you expect is missing, it is one of those two things: the invoice is not at a step where the action is legal, or your role does not carry the permission. The API enforces both — the page only hides what it knows would be refused.
Voiding is final
There is no way out of Void. It cannot be reopened, re-issued or paid, which is why the button asks before it acts. If you voided the wrong invoice, the way back is a new invoice against the same booking, not an undo.
The PDF is on the booking
The invoice PDF — with your own payment terms appended — is generated from the booking's Documents section, not from this screen, so that every document that travels with a shipment is filed in one place. Generating documents is a plan feature.
Notes for your team
At the foot of this screen is a Notes card. What your staff write there stays with your staff: no customer or partner sees it on any screen, and it is never printed on a document. Anyone on your team can read the notes and add their own; editing and deleting are yours alone, for the ones you wrote.