Invoice History
Review your shop’s past invoices and delivery records
📘 What this feature does
The Invoice History page helps you keep track of every invoice your shop has sent — including who it was sent to, how it was delivered, and whether it was successfully sent or failed.
This record is useful for:
Checking if invoices were sent correctly to customers.
Downloading or re-printing old invoices.
Keeping proof for accounting, audits, or customer disputes.
Reviewing automated emails or reminders your system has sent.
🏪 Where to find it
From your Dashboard → Invoices → Invoice History
Or, click “Invoice History” directly from your Shop Dashboard navigation.
💡 Why this matters
✅ Keeps an official trail of every invoice your business has ever sent.
💬 Helps you quickly answer customer questions like “I didn’t get my invoice”.
📂 Makes it easy to download PDFs for accountants or tax filings.
⚙️ Shows delivery status so you know if an invoice email failed.
👀 What you’ll see on this page
Each row in the table shows details about an invoice that was sent from your shop:
Invoice Number
The unique number for the invoice (click to open sale).
Customer Name
Name of the buyer (click to view their profile).
Sent To
The email or recipient address where the invoice was sent.
Delivery Method
How it was sent (e.g., email, PDF).
Amount Paid
How much the customer had paid when the invoice was sent.
Payment Status
Whether the invoice was unpaid, partially paid, or fully paid.
Delivery Status
Whether it was Sent, Failed, or Generated only.
Sent At
The date and time the invoice was sent.
Total Amount
The total invoice value.
Actions
Options to Download the PDF or View Details.
🧭 What you can do here
1. Download Invoice (PDF)
If you need a copy of a past invoice:
Click Download next to the row.
The system will generate a PDF with all invoice details.
Save it or print it for your accounting records.
2. View Invoice Details
Click Details to see:
Customer and recipient information
Delivery and payment history
Notes or messages attached to the invoice
Any errors or failed delivery logs
3. Open Related Sale
If an invoice links to a recorded sale, click the Invoice Number to go straight to that sale’s page — you’ll see all payment history and product details there.
🕓 Common use cases
Here’s how shop owners usually use this feature:
📬 Customer didn’t receive invoice? Check Invoice History → Delivery Status → Failed — then resend it.
🧾 Accountant needs past invoices? Download PDFs directly from here.
💬 Customer claims wrong amount? Open details to see the payment snapshot when the invoice was sent.
🧠 Audit or tax filing time? Download or export invoice copies month by month.
🎯 Quick daily tips
Check Delivery Status = Failed once a week and re-send invoices.
Always verify customer email if you see repeated failures.
Keep copies of downloaded PDFs in your accounting folder.
Use “Details” if you need to check when an invoice was last sent or who sent it.
🧩 Example scenarios
Scenario 1: Customer didn’t get the invoice
Go to Invoice History
Find the invoice → Delivery status says Failed
Click Details → confirm recipient email
Resend from the Sales page
Scenario 2: Accountant asks for proof of sale
Open Invoice History → search invoice number
Click Download → share PDF or print copy
Scenario 3: Need to confirm payment record
Check Payment Status → shows Partially Paid or Fully Paid
Use it to reconcile with your payment records
⚠️ Notes & Best Practices
“Sent” means invoice successfully emailed to the customer.
“Failed” means the email couldn’t be delivered (wrong or inactive email).
“Generated” means invoice was created in the system but not yet sent.
Only authorized shop owners and managers can access Invoice History.
Use Filters or Pagination at the bottom to navigate older records.
🧾 File format & storage
All invoices download as PDF.
File names look like:
invoice_{invoice_number}_{history_id}.pdfFor easy tracking, organize by month:
/invoices/2025/10/invoice_1234.pdf
🛠️ Troubleshooting
“No invoice history found.”
Check if you’re viewing the correct shop or if filters are applied.
“Download failed.”
Try again, or contact support with the invoice number.
“Delivery failed.”
Check and correct the customer email, then resend invoice.
📄 Short help text (for showing in your dashboard UI)
<p class="mb-1"><strong>Invoice History:</strong> Review all invoices your shop has sent. Download past invoices, check delivery status, and open related sales for details.</p>
<p class="small text-muted mb-0">Tip: Use this page to confirm if invoices were emailed successfully or to download copies for your accountant.</p>✅ Shop Owner Summary
Goal: Keep a record of every invoice sent — date, recipient, status.
Main actions: View, Download, Check delivery, Open details.
Best use: Customer support, audit, or accounting reference.
Access: Shop owners, managers, or authorized staff only.
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