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Invoices
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Manage every invoice from one billing dashboard.
Zaris Invoices brings every bill, credit memo and payment record into a single CRM grid. Filter by status or customer, peek at totals from Quick View, run the full status timeline in Detail View, and update records inline with Quick Edit without ever losing your place in the list.
From draft to paid in one workspace
One billing grid
Every invoice, quote and credit memo sits side by side. Filters narrow by status, customer, due date or assigned rep without leaving the page.
Instant Quick View
Glance at invoice number, total and customer the moment a row catches your eye. Drop a comment, attach a file, then close the panel and keep scanning.
In-grid Quick Edit
Open the row ⋮ to change status, due date or assignment corrections land in seconds and the table updates without a full-page detour.
Manage all invoices in a centralized dashboard
The main Invoices page is a structured table Subject, Sales Order, Status, Total and Assigned To that gives billing teams a single source of truth. Color-coded status pills make outstanding balances obvious at a glance.
- Organized table view that lists every invoice with key fields in one place.
- Filter rows by customer, due date, status, assignee or amount range.
- Bulk actions for sending reminders, updating statuses or exporting selections.
Preview invoice details in seconds
The Quick View drawer opens straight from the row, surfacing invoice number, subject and related order without taking you off the list. Drop a comment, attach a file or jump to the full record in one click.
- Instant view of subject, sales order, invoice number and customer.
- Comment + attach without leaving the list keeps billing context intact.
- Toggle the panel from the eye icon to compare invoices side by side.
Three row actions: Details, Edit, Delete
Every invoice row exposes the same ⋮ menu for fast triage. Pick Details to open the full record, Edit to launch Quick Edit, or Delete to remove the record with confirmation.
Complete billing information in one place
Detail View packs the full invoice story onto a single screen status timeline, key fields, comments thread, scheduled activities and attached documents so collections teams never chase context across modules.
- End-to-end status timeline from AutoCreated → Paid with the current step highlighted.
- Linked to customer, organization, sales order and payments for one-click drilldowns.
- Pending balances, comments and document attachments stay in the same workspace.
Update billing records instantly
Quick Edit opens the invoice form directly from the row ⋮ menu. Adjust status, due date, purchase order or assignment without losing your place every change saves back to the same table so the next refresh shows the right state.
- Update invoice status, dates and assignment from one focused form.
- Custom fields (Color, contract type, payment terms) sit beside standard ones.
- Validation enforces required fields like Subject, Organization Name and Assignee.
Benefits of Invoices Module
One workspace for billing from creation through follow-up to settlement replaces spreadsheets, side emails and a stack of PDFs.
Streamlined Billing Process
Simplifies invoice creation, tracking, and management, reducing manual paperwork and errors.
Faster Payments
Automated reminders and linked payments ensure quicker settlements from clients.
Clear Financial Visibility
Provides real-time insights into pending, paid, and overdue invoices for better financial planning.
