Invoices Overview
The Invoices section provides a centralized view of generated invoices across your customers, contracts, and billing cycles. It shows finance and operations teams all invoice activity, track billing status, and manage invoice workflows in a single location.
Invoices are designed to reflect the output of your configured pricing, subscriptions, and usage data. This section helps surface the relevant billing information in a structured and operationally focused format. This applies for reviewing draft invoices before finalization, validating billed usage, or tracking invoice history for a customer account.
At the top of the page, you'll find summary information and filtering tools that help narrow invoice data by customer, status, billing period, or related contract activity. Below that, invoices are displayed in a searchable table designed to support both day-to-day billing operations and financial review workflows.
Reviewing Invoice Activity
The Invoices section allows you to view and manage invoices generated for your customers and serves as the primary workspace for reviewing billing activity.
From this view, you can see invoices across customers and contracts and filter them. Prior to approving each invoice, you can also apply changes to individual invoices then approve, send & sync each invoice or multiple invoices at once.
Invoice Filters and Presets
Invoices can be filtered to help you focus on specific subsets of data.
Filtering allows you to narrow down invoices by status, customer, contract, or time period. You can also apply preset filter combinations to quickly switch between different invoice views without rebuilding filters each time.
There is no Invoice Type: One-Off filter.
Presets help standardize common workflows, such as review queues or approval batches.
Working With Multiple Invoices
From the invoice list view, you can use the Bulk Actions menu to take actions on multiple invoices simultaneously, allowing for:
- Reviewing groups of invoices
- Applying bulk actions where relevant, such as status changes or multiple approvals
- Navigating efficiently across large invoice sets
This can be especially useful for high-volume billing operations.
Cancelling an Invoice
You can cancel an invoice directly from the Invoices Overview page.
To cancel an invoice:
- Open the Invoices page.
- Locate the invoice you want to cancel.
- Click the invoice's current status in the Status column.
- Select Cancelled from the status menu.
The status changes instantly. There is no reason dialog.
The invoice remains visible in the invoice list with a Cancelled status, allowing you to retain a record of it without treating it as an active or collectible invoice.
The available statuses in the menu include Open, Paid, Cancelled, Pending, and Overdue.
Review-Status Lifecycle
Invoices move through the review-status lifecycle:
Future → Draft → InReview → Approved
Zen Mode
Zen Mode provides a focused way to review invoices one at a time. Think of it as a soothing, meditative approach to invoice management without being overwhelmed by an entire table of options.
When Zen Mode is enabled, invoices are presented individually, then reviewed/approved in sequence, one at a time. The interface minimizes distractions from surrounding data.
Dynamic View Vs. PDF View
Each invoice includes a dynamic view that displays how the invoice was calculated as well as the usage consumption for each product over the invoice period.
From this view, you can see usage accumulation over the invoice period and how charges are broken down within the invoice. Within an invoice, usage is displayed as it accumulates across the billing period.
The dynamic view includes an activity drawer with an email delivery timeline, per-integration ERP sync tabs, product-mapping dialogs, inline-editable invoice number, inline-editable issue and due dates, and feature-flagged per-invoice FX override.
This allows you to see how usage grows or spikes during the invoice timeframe and to make changes for consumption in later billing periods.
Each invoice can also be viewed as a PDF, which represents the finalized invoice format for sharing, sending, downloading, and record keeping. The PDF can also include clickable links in its digital form, such as a Pay Now link.
Sales Tax
Vayu supports manual customer tax rates, automated tax calculation through Anrok or Stripe Tax, and tax calculated downstream by your ERP. Select the approach that matches your system of record.
Automated providers require customer address information and product tax mappings. Only one automated tax provider can be active at a time.
Provider-specific setup is documented in each integration guide: