On this page
Every charge on your account becomes an invoice: a new order, a renewal, or anything else you buy. The Invoices page is the record of all of them, and the place you pay from.
Where invoices live
Billing in the sidebar opens on Invoices. Four billing destinations sit in a tab strip across the top: Invoices, Payment methods, Credit & wallet, and Statements.
The list is one row per invoice:
| Column | What it holds |
|---|---|
| Invoice # | The invoice number. Click anywhere on the row to open it. |
| Issued | The date the invoice was raised. |
| Due | The date payment is expected. |
| Status | The status badge, described below. |
| Amount | The invoice total, tax included. |
| Balance | What is still outstanding. Zero once an invoice is settled. |
On a phone the table becomes a card list carrying the same figures, with the whole card as the tap target.
Above the table, four tabs filter the list and each carries a count: All, Unpaid, Overdue, and Paid. Unpaid deliberately covers both Unpaid and Partial invoices, so a part-paid invoice is never hidden from you.
What each status means
The badge on a row is one of six values.
| Badge | What it means |
|---|---|
| Paid | Settled in full. Nothing further to do. |
| Unpaid | A balance is outstanding. This is also the fallback when an invoice arrives with no status of its own, so an occasional invoice reads Unpaid because nothing else was reported for it. |
| Partial | Some money has been received and a balance remains. |
| Void | Cancelled. There is nothing to pay. |
| Draft | Raised but not yet issued to you. |
| Refunded | The invoice was refunded. Credit notes carry this badge too, so a document labelled Refunded may be a credit note rather than a refund of money you paid. |
Overdue is not a badge
Overdue is worked out rather than reported. An invoice counts as overdue when it is not a credit note, still has a balance, has a status of Unpaid or Partial, and its due date has passed. That is why Overdue gets its own tab and its own red Overdue label next to the badge, instead of replacing the badge.
Reading an invoice
Click a row to open the invoice document. The header carries the invoice number, the issued and due dates, the status badge, and, when they apply, the red Overdue label and a Refund requested note. That note says only that a request exists. It does not report what has happened to it.
A banner runs across the top when there is something to say: Paid in full, Payment overdue, or Invoice refunded.
The document itself holds:
- Bill to: your name, your billing address, and your email.
- From: the Clouduxe company name, its tax number, address, and email.
- The issued, due, and paid dates.
- The line items, each with its billing cycle and the service period it covers.
- A summary column: Subtotal, Discount, Tax, Total, Amount paid, Amount credited, and Amount due.
Subtotal is before tax, Tax is its own line, and Total includes it. Amount due is the figure a payment has to clear.
Below the document, a Payments card lists every payment made against the invoice with the gateway that took it, its status, the timestamp, and the gateway's own payment reference. Quote that reference if you ever need your bank or the gateway to trace a charge.
Query in the header opens a support ticket already linked to this invoice, which saves you pasting the number in.
Getting a PDF
There are two ways to it:
- From the list, the download icon at the end of a row, or the Download PDF link on the card view.
- From an open invoice, Download at the top of the document.
Both open the PDF in a new browser tab rather than writing a file to disk, because it is served for viewing. Use your browser's own save or print control inside that viewer to keep a copy.
What the list does not show
Export CSV at the top right writes the rows currently on screen to a file with the columns Invoice #, Issued, Due, Status, Currency, Total, and Balance. It exports whichever tab you are on, not the whole account, and it is bounded by the same fetch limit.
One timing note: a payment made outside the panel can take up to a minute to show here, because the list is cached briefly. A payment you make in the panel refreshes it immediately.