The Invoices List View is the central table for every invoice generated in CrewVision. It gives you a clear, sortable, and filterable record of all billing activity across your properties and customers.
This view supports high volume. It is built to handle thousands of invoices while still letting you find, review, and act on any single record quickly.
Accessing the Invoices List View
From the left-hand navigation menu, expand Finance and select Invoices. The page loads the full invoice list for your organization.
Interface Overview
The page presents invoices in a comprehensive, sortable table. Key columns include:
Invoice # - Unique invoice identifier. Click the number to open the full invoice.
Status - Current state of the invoice. Paid appears as a green badge. Pending appears as a blue badge.
Property - The service location tied to the invoice. Click the property name for more details.
Customer - The account responsible for payment. Click the customer name to open their record.
Contract - The agreement the invoice was generated from. The example above shows Pay As You Grow (Weekly) or Pay As You Grow (Bi-Weekly) as various Contract types. A dash appears when no contract is linked.
Date - The date the invoice was created.
Tax Region - The tax jurisdiction and associated tax ID applied to the invoice (for example HST with the relevant registration number).
Subtotal - The pre-tax amount for the work performed.
Balance - The amount still outstanding on the invoice. A zero balance indicates the invoice is fully paid.
Actions - Quick tools available on every row: email the invoice, view it, download the PDF, review history, and additional options.
Additional Functions
A search bar at the top supports keyword lookup across invoice numbers, properties, and customers. The page uses the standard CrewVision stackable filter system. You can layer filters by status, date range, customer, contract type, and other criteria. Results are paginated and the number of rows shown per page can be adjusted.
The Export button in the top right lets you download the current filtered view.
At the bottom of the table a summary bar shows the total subtotal and total outstanding balance for the invoices currently displayed.
Working with Invoices
Click on the Invoice # to open the full invoice details in a modal window. From the Actions column you can email, download, or review the history of an invoice without leaving the list.
The list view is designed for day-to-day financial oversight: tracking what has been paid, what is still open, and which properties or customers need attention.