# BuildRunKit Invoice
# BuildRunKit Invoice: Invoice Dashboard Overview
## **BuildRunKit Invoice: Invoice Dashboard Overview**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-114023.png)**
#### **Location & Navigation Sidebar**
- **Top Left Action**: **<- Back** button to return to main workspace navigation.
- **Module Views**:
- **Invoice Dashboard** (Currently Active)
- **Invoices**
- **Items**
- **Clients**
- **Companies**
- **Bottom Sidebar Links**: **Settings**, **Feedback**, **User Manual**, **Help & Support**.
#### **Header Actions**
- **Page Title**: **Invoice Dashboard**
- **Primary Action**: **+ New Invoice** button.
#### **Top Metric Summary Cards**
- **Total Invoices**: Tracks total generated billing records (e.g., `0`).
- **Paid**: Tracks successfully settled invoices (e.g., `0`).
- **Pending**: Tracks outstanding invoices awaiting payment (e.g., `0`).
- **Overdue**: Highlights unpaid invoices past their due date with an alert icon (e.g., `0`).
#### **Analytics & Visual Chart Panels**
- **Invoice Status**: Donut breakdown chart monitoring payment states (*Paid 0*, *Pending 0*, *Overdue 0*).
- **Invoiced per Month**: Visual timeline chart displaying historical revenue volume.
#### **Recent Activity Panels (Lower Dashboard)**
- **Recent Invoices Section**: Displays latest generated invoice records with a **View all ->** quick link.
- **Recent Customers Section**: Displays recently added client contacts with a **View all ->** quick link.
- **Recent Items Section**: Displays recently created line items and services with a **View all ->** quick link.
# BuildRunKit Invoices: Invoices Sub-Section
## **BuildRunKit Invoices: Invoices Sub-Section**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-114635.png)**
The **Invoices** sub-section provides central management for creating, tracking, filtering, and reporting on all customer billing statements and payment statuses.
#### **Invoice Summary Metrics**
Top KPI cards display key billing breakdown totals:
- **Total Invoices**: Tracks the overall number of registered invoice records.
- **Total Revenue**: Displays total gross revenue collected across paid invoices.
- **Outstanding Balance**: Displays total unpaid balances across active invoices.
- **Overdue**: Highlights past-due invoices requiring immediate collection.
#### **Directory Controls & Search Bar**
- **Search invoices...**: Global filter input for locating records by number, customer, or details keywords.
- **All Customers**: Dropdown menu to filter records by specific client.
- **All statuses**: Dropdown menu to filter records by status (*Draft*, *Sent*, *Paid*, *Overdue*).
- **Filter by date**: Date picker control to isolate billing records within specific date ranges.
- **View Switcher**: Toggle viewing modes between **Table** (list layout) and **Grid** (card layout).
- **Rows per page**: Dropdown selector to control row density per page (e.g., 10 rows).
- **Pagination**: Standard directional controls to step through invoice pages.
#### **Invoices Table Data Columns**
- **Number**: Unique system invoice tracking code.
- **Customer**: Name of the billed client or organization.
- **Invoice Date**: Date of invoice issuance.
- **Due Date**: Payment deadline date.
- **Status**: Badge displaying current state.
- **Total**: Full invoice amount billed.
- **Balance**: Remaining unpaid balance due.
#### **Row Actions Menu (`...`)**
Clicking the three dots icon on any invoice row displays quick record management actions:
- **View**: Opens the dedicated invoice preview and line item details.
- **Edit**: Opens the setup editor to update billing details, line items, or customer assignment.
- **Delete**: Removes the invoice record from the Invoices directory.
#### **Header & Action Buttons**
- **+ New Invoice**: Direct action button to open the invoice setup modal.
- **Generate Report**: Opens the **Invoices Report** export modal:
- **Export Count**: Displays total targeted invoice records (e.g., *Exporting 1 records*).
- **Export Format Options**: Allows instant downloads via **Export as PDF** or **Export as CSV**.
[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-115907.png)
### **BuildRunKit Invoices: Creating a New Invoice**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-120037.png)**
The **Create Invoice** view provides a setup interface for generating custom client invoices, configuring payment terms, applying tax rates, and adding line items.
#### **Invoice Details Panel**
- **Invoice Number**: Auto-generated tracking code (e.g., *INV-10002*).
- **Customer \***: Required dropdown selector to assign a contact profile (*Select a contact*).
- **Invoice Date \***: Date picker field for the issue date (e.g., *September 15th, 2026*).
- **Payment Terms \***: Dropdown selector for payment terms (e.g., *Net 30*).
- **Due Date \***: Date picker field for the payment deadline (e.g., *October 15th, 2026*).
- **Tax Rate (%)**: Numeric input field to specify applicable tax percentage (e.g., `0`).
- **Status**: Dropdown selector to set the initial state (*Draft*).
#### **Line Items Panel**
- **+ Add item**: Action button to add additional row items to the invoice.
- **Item Table Columns & Inputs**:
- **Item**: Dropdown selector to choose a pre-saved item or custom entry (*Custom item*).
- **Description**: Text field for line item details or notes.
- **Qty**: Numeric input for quantity ordered (e.g., `1`).
- **Unit Price**: Numeric input for price per unit (e.g., `0`).
- **Taxable**: Checkbox toggle to apply tax to the line item.
- **Total**: Calculated row total (e.g., *$0.00*).
- **Delete (Trash Icon)**: Action button to remove the line item row.
- **Totals Summary**:
- **Subtotal**: Calculated sum of all line items before tax (e.g., *$0.00*).
- **Tax (0.00%)**: Calculated tax amount based on selected rate (e.g., *$0.00*).
- **Total**: Final calculated invoice total (e.g., *$0.00*).
#### **Header & Action Buttons**
- **Back Arrow (`<-`)**: Returns to the main Invoices list view.
- **New Invoice**: Primary blue button to save and generate the invoice record.
# BuildRunKit Invoices: Items Sub-Section
## **BuildRunKit Invoices: Items Sub-Section**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-120339.png)**
The **Items** sub-section provides central management for your products and services catalog used across billing records.
#### **Item Summary Metrics**
Top KPI cards display key catalog breakdown totals:
- **Total Items**: Tracks the overall number of registered product/service entries (e.g., `20`).
- **Taxable**: Displays total count of taxable catalog items (e.g., `16`).
- **Highest Price**: Highlights the maximum unit price recorded in the catalog (e.g., `$15,000.00`).
- **Average Price**: Calculates the average price across all catalog entries (e.g., `$3,480.00`).
- **Search items...**: Global filter input for locating products or services by name and description.
- **View Switcher**: Toggle viewing modes between **Table** (list layout) and **Grid** (card layout).
- **Name**: Title of the product or service entry (e.g., *Marketing Collateral Set*, *Landing Page Design*).
- **Description**: High-level details of the offering (e.g., *Design of business cards, letterheads...*, *High-conversion landing page design...*).
- **Unit Price**: Standard billing cost per unit (e.g., *$1,200.00*, *$1,800.00*).
- **Taxable**: Badge indicating tax status (*Taxable*).
- **Created At**: Date when the item entry was added to the catalog (e.g., *May 12, 2026*).
- **View**: Opens full item details.
- **Edit**: Opens the item editor to adjust pricing, tax status, or description.
- **Delete**: Removes the item from the catalog.
- **+ New Item**: Direct action button to open the product/service setup modal.
- **Generate Report**: Opens the **Invoice Items Report** export modal:
- **Export Count**: Displays total targeted item records (e.g., *Exporting 20 records*).
- **Export Format Options**: Allows instant downloads via **Export as PDF** or **Export as CSV**.
- **Search clients...**: Global filter input for locating clients by name, company, email, or details.
- **View Switcher**: Toggle viewing modes between **Table** (list layout) and **Grid** (card layout).
- **Name**: Primary contact name and title/role.
- **Company**: Associated organization or business entity (e.g., *Summit Logistics*, *Creative Spark Agency*).
- **Email**: Primary contact email address.
- **Phone**: Contact phone number (e.g., *5555678901*, *5557890123*).
- **Created At**: Date when the client profile was created (e.g., *May 12, 2026*).
- **+ New Client**: Direct action button to open the client creation modal.
- **Generate Report**: Opens the **Invoice Clients Report** export modal:
- **Export Count**: Displays total targeted client records (e.g., *Exporting 10 records*).
- **Export Format Options**: Allows instant downloads via **Export as PDF** or **Export as CSV**.
- **First Name \***: Required field to enter the client's first name.
- **Last Name \***: Required field to enter the client's last name.
- **Email**: Text field for primary email address.
- **Company**: Dropdown menu (*Select or search company*) to assign an existing company, or click **+** to quick-add a new organization.
- **Position**: Text field to enter job title or role.
- **Website**: Text field for organization URL.
- **Owner**: Dropdown menu to assign an internal account manager (*No owner*).
- **Billing Info**: Text area for client-specific invoicing instructions or billing addresses.
- **Notes**: Text area for general internal account comments.
- **Address**: Text area for primary physical or mailing address.
- **Phone**: Numeric text field for landline contact.
- **Mobile Phone**: Numeric text field for cell phone contact.
- **Other Phone**: Numeric text field for secondary contact numbers.
- **Additional Contact Methods**: **+ Add Contact Method** button to record alternate communication channels.
- **Social & External Links**: **+ Add Social / External Link** button to attach online profiles (e.g., LinkedIn, X).
- **Type a new tag name...**: Input field with **+ Add Tag** button to create new tags on the fly.
- **Pre-set Tag Selection**: Checkbox toggles to assign color-coded client categories (*Hot Lead*, *Cold Lead*, *Customer*, *Prospect*, *Partner*, *Vendor*, *Lead*, *Investor*, *VIP*).
- **Close (`x`)**: Top-right button to exit overlay without saving.
- **Cancel**: Outline button to discard entries and close the modal.
- **Save**: Primary blue button to create the client record.