The Operations Invoices List

The Operations Invoices list at https://app.trustpager.com/operations/invoices shows every invoice across your workspace in one place: invoices synced from your accounting integration, Stripe invoices, and any manually tracked invoices. You can search, filter by status, manage accounting-backed invoices without leaving the list, sync the latest changes from your accounting integration, and relink any invoice to a different opportunity or contact.

Opening an invoice to manage it

For invoices synced from a connected accounting integration, clicking the row opens the full invoice manage modal. From there you can:

• View all line items on the invoice
• Mark the invoice as paid
• Send a payment reminder email to the contact, with the invoice attached
• Void the invoice
• Edit the status, due date, and reference
• Set the invoice portion (Full Payment, Deposit, or Final Balance)
• Send the invoice to the contact

This is the same modal available from the Invoices section on an opportunity, and it is now reachable directly from the workspace-wide list too.

Clicking a row only opens the manage modal when your workspace has an accounting integration connected and the invoice was synced from it. For Stripe invoices and manually tracked invoices, use the Invoices section on the relevant opportunity, company, or contact record to take action.

Syncing from your accounting integration

The Refresh button at https://app.trustpager.com/operations/invoices pulls the latest state from your connected accounting integration. Any invoice that has been marked paid, voided, newly created, or otherwise changed in your accounting system since the last sync will be reflected in the list after a refresh. Previously the button only re-read local data; it now fetches live changes from the source.

If your workspace does not have an accounting integration connected, set one up at https://app.trustpager.com/settings/integrations.

Viewing and relinking the opportunity and contact

Every invoice row has a chip on the right showing the linked opportunity and contact. Clicking that chip opens the Invoice Opportunity and Contact modal, which shows:

• The linked opportunity (name, status, and value), with a link straight through to that opportunity's record
• The linked contact (name and email), with a link straight through to that contact's record

From this modal you can also:

• Move the invoice to a different opportunity using the type-ahead search
• Unlink the invoice from its current opportunity (it stays linked to the contact and company)

The chip and this modal work on every invoice in the list (accounting-synced, Stripe, and manual), regardless of whether an accounting integration is connected.

Search and status filter

Use the search field to find invoices by invoice number or contact name.

The status filter lets you narrow the list to All, Open, Paid, Void, or Draft. Your chosen filter is remembered between visits, so the list opens where you left it.

Related reading

For the full walkthrough of sending invoices, setting invoice portions, marking as paid, and syncing payment status from your accounting integration at the opportunity level, see https://www.trustpager.com/help-center/xero-send-invoice.

For manual payment status tracking on opportunity products without an accounting integration, see https://www.trustpager.com/help-center/track-payment-status.