Docs/Records, Defects, and Renewals

Invoice History

Invoice history is a read-only ledger of past invoices, including any brought across from previous software.

For: Office teams and owners2 min read2 sections

What The Invoices Page Is

Invoices, in the sidebar, is the historical ledger. Forward-looking billing in Manifold runs through quotes and card payments; the invoices list keeps the history in one searchable place, including invoices brought across from Gas Engineer Software when you switched. It exists so a team never loses sight of who has and has not paid, even for work invoiced before Manifold was in use.

  • Each invoice shows its number, customer, issue date, amount, and status: Draft, Sent, Paid, Overdue, or Void.
  • Search, filter by status, sort, and page through the ledger like any other Manifold list.
  • Rows are read-only: the page records history rather than creating new invoices.
  • New billable work goes through Quotes and Card Payments instead; the Invoices page is where its outcome is remembered alongside older history.

Importing Invoice History

Bringing invoice history across at the same time as customers and properties means a migrated portfolio looks complete from day one, rather than showing renewals and compliance but a blank billing history.

  • Use Import CSV on the Invoices page to load historical invoices in bulk.
  • Imports preview before anything is written, and every import can be undone from the result screen.
  • Bringing history across means overdue and paid states stay visible after you leave your old software.
  • See Switch From Gas Engineer Software for the wider migration this import is designed to complete.

Troubleshooting

  • An imported invoice looks wrong: undo the import, correct the source CSV, and import again.
  • Cannot see the Invoices page: the role needs invoice view permission; check with an owner.

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