---
title: "Invoice Feature Overview"
url: "https://coachvantage.productfruits.help/en/article/invoice-feature-overview"
language: "en"
last_updated: "2025-08-14T15:42:47.094Z"
---

# Invoice Feature Overview

Learn how to view and manage invoices

[Embedded content](https://www.youtube.com/embed/ewlPp6lYiTw)

## **Invoice Feature Overview 🧾**

CoachVantage makes it a breeze to create and track invoices so that you can have more time for coaching clients!  
  
To get to the Invoice Page, click **Invoices** on the left menu.

On the Invoices Page, you'll see:

1.  [Create New Invoice Button](https://coachvantage.productfruits.help/en/article/invoice-feature-overview#1.-create-new-invoice)
2.  [Look Up Functions](https://coachvantage.productfruits.help/en/article/invoice-feature-overview#2.-look-up-invoices)
3.  [Export Data to CSV Button](https://coachvantage.productfruits.help/en/article/invoices-on-individual-contact-record-page#3.-export-invoice-data)
4.  [All Invoice Tab](https://coachvantage.productfruits.help/en/article/invoices-on-individual-contact-record-page#4.-all-invoices)
5.  [Recurring Invoice Tab](https://coachvantage.productfruits.help/en/article/invoices-on-individual-contact-record-page#5.-recurring-invoices)
6.  [Archived](https://intercom.help/coachvantage/en/articles/6077616-invoice-feature-overview#h_2979bf401b) [Invoice Tab](https://coachvantage.productfruits.help/en/article/invoice-feature-overview#6.-archived-invoices)

![](https://cdn-assets.productfruits.com/d8cdb3a3-b3e4-47e2-9deb-3ecaa9e118e5)

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## **1\. Create New Invoice 🆕**

You can create a new invoice by clicking the **Create New Invoice** button.

Refer to this article on "[How To Create Invoices](https://coachvantage.productfruits.help/en/article/how-to-create-one-off-invoices-and-recurring-invoices)" to learn more.

* * *

## **2\. Look Up Invoices 🔍**

![](https://cdn-assets.productfruits.com/d803ac1d-cb47-4a12-a7ca-3c4fa0886cd0)

1\. **Search Bar**

Enter the **Invoice Number** or **Client Name** in the search bar to find the desired invoice.

2. **Date Range**

View your invoices according to a date range by selecting the desired **Start Date** and **End Date**.

3**. Status**

View invoices according to their **Status**. Use the dropdown selector shown in the image below to select the status. For example, if you'd like to view Overdue invoices only, select **Overdue** in the dropdown filter and only invoices with Overdue status will be displayed.

![](https://cdn-assets.productfruits.com/c785c08f-6e80-4406-a16c-a40867c64b7b)

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## **3\. Export Invoice Data 📊**

If you need to export all invoice data to your local drive, simply click **Export Data to CSV** on the top right of your **Invoices** page.

![](https://cdn-assets.productfruits.com/22a6b03c-87de-4651-8e84-c4395e5e3757)

**Note:** The exported file type is .csv.

Can be read by Microsoft Excel, Open Office, Google Sheets, etc.

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## **4\. All Invoices**

Select the **All** tab to view all invoices that have been created and sent to clients or that are in Draft status.

You'll be able to view **Invoice Number**, **Invoice Date**, **Invoice Due Date**, **Amount** and **Status.**

![](https://cdn-assets.productfruits.com/dc2cf62a-5c84-455c-85f3-28ca0eecaccf)

### **Managing Invoices** 

You can further manage your invoices by clicking the **3-dot button** **menu** option beside your invoice entries:

1\. **View Details**

Clicking on **View Details** will open a page displaying more details of the invoice as shown below:

![](https://cdn-assets.productfruits.com/515891b2-5c19-4da7-b01c-4a124fac5c85)

On the **View Details** page, you can also select **Record Payment** to manually input payment details made by your clients.

**Tip:** This feature is useful if your client makes offline payments (such as cheque/cash/bank transfer), or if you have not integrated to the supported payment gateways (Stripe or PayPal).

For more information, refer to this article "[Creating Invoices Without Stripe/PayPal](https://coachvantage.productfruits.help/en/article/creating-invoices-without-stripe-or-paypal-integration)."

Additionally, when you click **View Details**, you have the option to **Print Invoice**, **Resend Email**, **Cancel Invoice**, **Archive Invoice**, and **Edit Invoice** by clicking on the respective icons as shown below:

![](https://cdn-assets.productfruits.com/0e96718f-d75b-4602-8ff0-09ca65d32389)

2. **Edit**

The **Edit** button allows you to edit your invoices by bringing up the **Edit Window**. Make the desired changes and **Save** the invoice.

![](https://cdn-assets.productfruits.com/80b884b4-68c6-4e31-ac1d-ff8b7914bbe3)

![](https://cdn-assets.productfruits.com/cd514769-7c00-4e0a-9926-35305bfb6c00)

3\. **Cancel**

If you'd like to cancel an invoice after it's been sent, you can select **Cancel** to prevent any payment transactions for that invoice.

Clicking on the **Cancel** button would trigger a pop-up window asking for confirmation to cancel your invoice.

![](https://cdn-assets.productfruits.com/f3606d34-6b25-4323-839a-845f1b018215)

To undo any cancel invoice actions, simply **Edit** the Cancelled invoice and resend the invoice to your client.

4\. **Archive**

It is not possible to permanently delete or remove invoices from your CoachVantage account once payment has been made. Instead, you can **Archive** invoices so that they are no longer visible in the **All** invoices tab.

Clicking on the **Archive** button would trigger a pop-up window asking for confirmation to archive your invoice.

![](https://cdn-assets.productfruits.com/126275ab-df1d-4f57-ba29-1397fe898436)

5\. **Delete**

You may **Delete** invoices that are in **Draft** status**.**

Clicking on the **Delete** button would trigger a pop-up window asking for confirmation to delete your invoice.

![](https://cdn-assets.productfruits.com/0b60cd63-f3fa-4376-8af5-cae545ba1f2d)

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## **5\. Recurring Invoice 🔁**

Select the **Recurring Invoice** tab to view all recurring invoice series that you have set up.

You'll be able to view **Client Name, Frequency, Next Invoice Date, Amount, Remaining Invoice** and **Status.**

![](https://cdn-assets.productfruits.com/084b622e-19b9-4c47-bdfe-2bdfa9168046)

**Managing Recurring Invoices**

You can further manage a recurring invoice series by clicking the **3-dot button** **menu** option beside your invoice entries:

1\. **View Details**

![](https://cdn-assets.productfruits.com/582da425-acab-433a-9bf0-31c7dbf862f9)

Clicking on **View Details** will open a page displaying more details of the recurring invoice series, as shown below:

![](https://cdn-assets.productfruits.com/3c370b86-2767-4498-8e43-7ca07391ba02)

The **Invoices Sent** card displays details of invoices that have already been sent to clients as part of this recurring invoice series.

2\. **Edit**

The **Edit** button allows you to edit the recurring invoice series by bringing up the Edit Window. Make the desired changes and save the series.

![](https://cdn-assets.productfruits.com/b539a53c-5fdb-4878-a9cb-ccdcb9a47df8)

**3\. Cancel**

If the you wish to stop sending further invoices for this series, you may select **Cancel** to prevent any future invoices from being sent to clients.

Clicking on the **Cancel** button would trigger a pop-up window asking for confirmation to cancel the recurring invoice series.

![](https://cdn-assets.productfruits.com/c268dfec-e947-4761-8ad4-0ddb8681c553)

**Note**: A cancelled recurring series cannot be resumed. You will need to create a new recurring invoice series, if required.

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## **6\. Archived Invoices 🚮**

Invoices that you've archived can be found on the **Archived** tab.

You'll be able to view **Invoice Number, Invoice Date, Invoice Due Date, Amount** and **Status.**

![](https://cdn-assets.productfruits.com/45ffc10d-2d5b-40b9-aaf0-883ec4769203)

**Managing Archived Invoices**

-   You can further manage your archived invoices by clicking the **3-dot button** **menu** option beside your invoice entries. 
-   Managing of archived invoices is similar to what was [mentioned above](https://coachvantage.productfruits.help/en/article/invoice-feature-overview#managing-invoices) except for.

 **Unarchive**  

-   To move **Archived Invoices** back to the **All** invoices tab, select **Unarchive.**
-   Clicking on the **Unarchive** button would trigger a pop-up window asking for confirmation to unarchive your invoice.

![](https://cdn-assets.productfruits.com/396310c9-098a-4851-8956-f887ed2287ba)