Track your billing history with every company
Understanding your financial relationship with a company goes beyond knowing the total amount invoiced. The company profile in Officaid shows your complete invoice history, revenue trends, and purchasing patterns, helping you make informed decisions about the relationship.
Where to Find Company Invoices
Company invoices appear in two places on the company profile:
- Overview tab - A summary showing total invoice value and sales trend graph
- Invoices tab - The complete list of all invoices with statuses and details
Invoices on the Overview Tab
The Overview tab gives you a quick financial snapshot:
Invoices Total:
Displays the total value of invoices for this company. Use the dropdown to filter by time period (e.g., This Year) to see revenue for specific periods.
Sales Trend:
A line graph showing revenue from this company over time. This visualization helps you:
- Spot patterns in purchasing behavior
- Identify seasonal trends
- Track whether the relationship is growing or declining
- Prepare for conversations about renewals or upselling
Top Items:
Shows the products or services this company purchases most frequently. Use the dropdown to filter by time period. If there isn't enough invoice data yet, Officaid will display "Not enough data collected".
The Invoices Tab
For a complete view of all billing activity, click the Invoices tab on the company's profile. The tab includes:
Filters:
- Year - Filter by a specific year, all time, or a custom date range
- Status - Filter by All, Draft, Overdue, Due, or Paid
- Search - Find invoices by number
- Download - Export the filtered invoice list
Invoice List:
The table displays:
- Due Date - When payment is expected
- Invoice Number - The unique invoice identifier
- Status - Current status with overdue invoices showing how many days past due
- Client - The company name
- Amount - The invoice total
- Currency - The invoice currency
- Actions - Edit or delete the invoice
Click on any invoice to open the full invoice details.
Understanding Invoice Statuses
Each invoice displays a status indicating where it stands:
- Draft - Invoice created but not yet sent
- Sent - Invoice sent to the customer, awaiting payment
- Partially Paid - Some payment received, balance outstanding
- Paid - Invoice fully paid
- Overdue - Payment is past the due date (shows how many days overdue)
- Void - Invoice has been cancelled
How Invoices Affect Company Badges
When a company has at least one invoice, they automatically receive a Client badge. This helps you distinguish paying customers from leads and prospects in your company list.
The Client badge remains even if all invoices are paid, as it indicates an established business relationship.
Creating an Invoice for a Company
To create a new invoice for this company:
- 1 Go to Finance → Invoices
- 2 Click + Add New Invoice
- 3 Select this company from the Company dropdown
- 4 Add line items, set payment terms, and complete the invoice
- 5 Click Save or Send Invoice
The invoice will automatically appear on the company's profile once created.
Frequently Asked Questions
Not directly. Invoices are created in Finance → Invoices where you can add line items, set due dates, and configure payment terms. Once created and linked to a company, they appear automatically on the company profile.
The Sales Trend graph requires invoice data to display. If no invoices have been created for this company, or if invoices are all in draft status, the graph will be empty.
Yes. The Invoices tab includes filters for status (All, Draft, Overdue, Due, Paid) and time period (year or custom date range). You can also search by invoice number and download the filtered results.
What's Next?
Continue exploring how to work with your companies:
- Editing and Removing Companies - Update or delete company records
- How to Create an Invoice - Bill your customers
- Accounts Receivable Aging - Track outstanding payments across all customers