BuildRunKit Invoices: Invoices Sub-Section

BuildRunKit Invoices: Invoices Sub-Section

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.

BuildRunKit Invoices: Creating a New Invoice

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.