Invoice History
Overview
The Invoice History tab in the Reports section gives you a complete overview of every document generated from your time entries — proforma invoices, work summaries, and legally valid invoices.
Available in all tiers:
FREE- PRO
- ENTERPRISE
Navigate to Reports → Invoices in the sidebar to view your full invoice history.
Accessing Invoice History
- Open Reports in the main navigation
- Click the Invoices tab (receipt icon)
The table loads your most recent documents first.
The Invoice List
Each row in the table shows:
| Column | Description |
|---|---|
| # | Invoice / document reference number |
| Client | Company name and country of the billed party |
| Type | Document type: Invoice, Proforma, or Work Summary |
| Provider | Generation channel used (Internal PDF, Billingo, Lexoffice) |
| Period | Billing period covered by the document |
| Amount | Total amount with currency |
| Status | Current status of the document |
| Actions | Download PDF button |
Document Types
| Type | Badge | Description |
|---|---|---|
| Invoice | Blue | A legally valid tax invoice |
| Proforma | Orange | A non-binding estimate / advance invoice |
| Work Summary | Grey | An hours report without financial totals |
Provider Badges
The Provider column shows how the document was generated:
| Badge | Meaning |
|---|---|
| Internal PDF | Generated directly by CADENSA (no external integration required) |
| Billingo | Issued via Billingo — has an official Billingo invoice number |
| Lexoffice | Issued via Lexoffice — has an official Lexoffice document number |
Document Status
| Status | Badge Color | Meaning |
|---|---|---|
| Draft | Grey | Document created but not yet sent |
| Sent | Blue | Document has been sent to the client |
| Paid | Green | Payment confirmed |
| Overdue | Red | Past due date, payment not received |
| Cancelled | Grey | Document has been voided |
For documents issued via Billingo or Lexoffice, the status reflects what is recorded in those systems. You may need to update it there directly.
Downloading a PDF
Click the Download PDF button (↓ icon) in the Actions column to re-download any document.
- For Internal PDF documents: the PDF is regenerated from the stored data
- For Billingo documents: the PDF is fetched from Billingo and downloaded
- For Lexoffice documents: the PDF is fetched from Lexoffice and downloaded
During download, the button shows a loading spinner and is temporarily disabled to prevent duplicate requests.
Pagination
The table loads 10 records per page by default.
Use the pagination controls at the bottom of the table to navigate between pages:
- Previous / Next page buttons
- Page number indicator
Empty State
If no documents have been generated yet, the table shows:
No invoices generated yet.
Generate your first document from Reports → Basic Reports by clicking Generate Invoice.
Related Pages
- Invoice Generation — How to create new invoices and documents
- Invoice Provider Settings — Configure Billingo or Lexoffice integration
- Basic Reports — The starting point for generating invoices