All your billing lives in one place: four tabs - Orders, Invoices, Payments, and Credit Notes - each a filterable, searchable table where clicking any row opens the full record in a side panel. This article is a tour of what each tab shows and how to find things fast.
Orders
The starting point: every order with its contact, courses, status, and totals. Open an order to see the full order document - who's billed, every participant and price, and each invoice with its payments, credit notes, and refunds nested inside it.
Invoices
The Invoices tab lists every invoice: Number, Customer, Order, Issued, Due, Status, Total, and Amount Due. Sort by most columns, choose which columns to show, and export the list. Search finds invoices by invoice number (including Xero numbers), customer name or email, or order ID.
Statuses at a glance: Draft, Awaiting Payment, Partially Paid, Overdue, Paid, Void. Click a row for the invoice panel with its actions - issuing, requesting payment, recording payments, refunding, and voiding & reissuing.
Payments
Every payment and refund across all orders: Date, Type (Payment or Refund), Provider (Manual, Stripe, PayPal, Xero, Gift Card), Amount (refunds shown negative), Status, and the Invoice and Order it belongs to. Search by invoice number, provider reference, or order ID, and export the list.
Statuses include Pending, Awaiting Approval, Succeeded, Failed, Cancelled, Refunded, and Partially Refunded. A settled payment's ⋯ menu offers Refund… directly from this table (for refundable payment methods).
Credit Notes
Every credit note: Number, Customer, Corrects (the invoice it corrects), Reason, Issued, Amount, Refunded, and Remaining. Search by credit note or invoice number. The Has Remaining Credit toggle filters to credit notes still holding value - the quickest way to see outstanding customer credit.
Click a row for the credit note panel - its lines, refunds against it, where it's been applied, and its actions. See the Credit Notes and Customer Credit guide for the full picture.
Everything opens from everywhere
You don't have to start at the hub. Invoice and credit-note panels open from wherever you meet them - an order, a contact or organisation page, a course's registrations - so a question like "what's this payment about?" is always one click from its answer: the payment shows its invoice, the invoice shows its order, and the order shows the whole story.