# Invoices

Source: https://docs.astalty.com.au/guide/finance/invoicing/invoices

> How invoices are generated from batches based on each service's management type.

## Overview

Astalty creates invoices through an Invoice Batch. See [Invoice Batches](https://docs.astalty.com.au/guide/finance/invoicing/invoice-batches). Each Participant invoice uses the management type recorded on the Service for its Charge Items.

![The Invoices page with highlights on the Filter button and its Type, Date, Paid Status, Region and Site options, and on the Total Invoice Amount and Total Outstanding cards above the list of invoices.](https://docs.astalty.com.au/assets/invoices-1-guide.png)

The **Invoices** page displays all generated invoices. You can search the list and refine it using **Type**, **Date** and **Paid Status** filters, plus **Region** and **Site** filters when your account uses Regions or Sites.

On Astalty Premium, the top of the page shows **Total Invoice Amount** and **Total Outstanding**. These totals update with the filters.

Click a sortable column heading - **Reference**, **Type**, **Participant**, **Date**, **Due Date** or **Total** - to sort the list; the sort is saved to the page's URL, so a link you share or bookmark reopens it in the same order. Sorting by **Participant** keeps each Participant's invoices together, A to Z or Z to A, with the oldest due invoice leading each Participant's group either way - useful for chasing a Participant with several overdue invoices. The Invoices table inside a finalised Invoice Batch can be sorted the same way.

## Viewing the Invoice

Invoices can be viewed via:

- On **Finance > Invoices**, select an invoice to open it. Its action menu also includes **Download** and **Mark as Paid** when those actions are available.

![The Invoices page with an invoice row highlighted and an arrow pointing to its three-dot menu, which is open with the Download and Mark as Paid options highlighted.](https://docs.astalty.com.au/assets/invoices-2.png)

- The individual invoices within Invoice Batches - open the relevant Invoice batch and then click on the Invoice you want to view (you can also click on the three dot menu to **Download**)

![A finalised Invoice Batch with an invoice row highlighted in its Invoices list and an arrow pointing to the row's three-dot menu, which is open with the Download option highlighted.](https://docs.astalty.com.au/assets/invoices-3.png)

Once opened you can view:

1. The details included in the Invoice:

- **Invoice Number**
- **Void** - the whole invoice, see our [Voiding Invoices](https://docs.astalty.com.au/guide/finance/invoicing/invoices/voiding) guide for more information.
- **Invoice Details** of who it was sent from and who it is addressed to.
- **Charges** included - for group supports, each affected charge also shows its billing ratio. See [Group Support Ratios on Invoices](https://docs.astalty.com.au/guide/finance/invoicing/invoices/group-support-ratios).

2. Invoice Control:

- **Send** - to a relevant stakeholder or someone else
- **Download** - download a copy of the invoice as a PDF
- **Invoice Status** - Awaiting Payment or Paid
- **Invoice Amount** - Total Invoice Amount
- **Amount Due** - Total Outstanding
- **Dates of Invoice**
- **Due Date** - of invoice

3. Invoice Emails:

- Email of who the invoice was sent to (recipient)
- **Delivered** means the email provider recorded a delivery event. It does not confirm that the message reached the recipient's inbox.
- **Delivery failed** means the email provider could not deliver the message. Check the recipient's email address. If the address is correct, contact <support@astalty.com.au>.

4. **Comments** - internal notes your team can leave on the invoice. See [Commenting on Invoices](https://docs.astalty.com.au/guide/finance/invoicing/invoices/commenting-on-invoices).
5. Actions and Close

- Within **Actions**:
  - **Export Tasks & Notes**
    - includes Support Worker notes
  - **Disable Reminders**
  - **Mark as Paid**
- Use the **Close** button to exit the Invoice

![An open invoice with five numbered areas: the invoice details with From, To and the line items (1), the Summary card with Actions, Download, payment status, amounts and dates (2), the Emails card (3), the Comments card (4), and the Actions and Close buttons at the top right (5).](https://docs.astalty.com.au/assets/invoice-2.png)

> **Sending an invoice yourself**
>
> Plan- and Self-managed invoices are normally emailed automatically when the invoice batch is finalised. If automatic sending was turned off for that batch, find the **Summary** card on each invoice, open its **Actions** menu, and select **Send**. NDIA-managed invoices do not have email recipients and cannot be sent this way. See [Turning Off Automatic Invoice Sending](https://docs.astalty.com.au/guide/finance/invoicing/invoice-batches/turning-off-automatic-invoice-sending).

> **Mark as Paid records the full invoice amount**
>
> **Mark as Paid** adds a payment for the whole invoice amount, so it is only suitable for an invoice with no payments recorded against it. If you receive another payment for a partially paid invoice, [record and allocate that payment](https://docs.astalty.com.au/guide/finance/payments/plan-and-self-managed). Use [Writing Off an Unpaid Balance](https://docs.astalty.com.au/guide/finance/payments/writing-off-an-unpaid-balance) only when you have decided not to collect the remaining amount.