📖Invoice History

Here we will see how invoice history works

The History section of invoice.codehunger.in is designed to help users efficiently track and manage all previously created documents, including invoices, quotes, and purchase orders. It provides a convenient way to view, access, and organize past transactions, ensuring that important business records are always just a click away. Whether for reference, edits, or re-use, this feature offers a streamlined solution for maintaining a complete digital record of your business activities.

🧾 Invoice History Workflow

1. Display of Previous Invoices Users can view all recently generated invoices in a table format.

2. Columns Shown

   • No.: Serial number of the invoice.

   • PDF Heading: Title or short description from the invoice.

   • Invoice No: Unique ID assigned to each invoice.

   • From / Bill To: Names of sender and recipient.

   • Payment Date & Due Date: Date of transaction and deadline.

   • Payment Method: Method used (e.g., Cash, UPI, etc.).

   • Status: Whether the invoice is Paid or Unpaid.

   • Total: Total amount billed.

   • Amount Paid: Amount actually received.

   • Actions: Options to view/download/delete.

3. Search & Filter Options

   • Search bar to quickly find invoices by keywords.

   • Dropdown to show 10, 25, 50, or 100 entries per page.

4. Export/History Tools

   • Export to CSV: Download the invoice list in CSV format.

   • Clear All History: Erase all saved invoice records.

🧾 1. Invoice History – Actions Section

In the Invoice History, the Actions dropdown usually includes:

• View Invoice: Opens the invoice in a new tab or modal for preview.

• Download PDF: Downloads the invoice in PDF format for printing or sharing.

• Edit Invoice (if available): Opens the form to modify invoice details.

• Delete Invoice: Removes the invoice permanently from the history list.

💰 Payment

• What it does: Lets you mark payments made against the invoice.

• Why it’s useful: Tracks how much the client has paid vs. outstanding amount.

• Workflow:

  1. Click “Payment”

  2. Enter payment amount, method (e.g., Cash, UPI), and date

  3. Status updates to “Paid” or “Partially Paid”

  4. “Amount Paid” column is updated accordingly