#214 — Design Invoices table

Repo: Twill-AI/twill-ai-ui State: closed | Status: done Assignee: Unassigned

Created: 2025-01-22 · Updated: 2025-09-11

Description

Design a dynamic invoice table to display, manage, and interact with invoice data.

Preselected columns:

  • Created At
  • Invoice title
  • Customer name. (Hyper link)
  • Amount: (+ currency).
  • Status: (Active, Completed, Over Due, ).
  • Frequency: Recurring or one-time.
  • Order No.: Associated order number.
  • Start Date: Start date of the billing period.
  • End Date: for recurring links
  • Due Date: Display due date (highlight in red if overdue).
  • Source: Origin of the invoice (e.g., QuickBooks, Stripe, Twill).
  • Payment Links: Associated payment links (clickable).

Supported actions:

  • View/Edit: Modify invoice details.
  • View Details: Open a detailed view of the invoice.
  • Download: Download the invoice as a PDF. (Need to design the template for email)
  • Send Reminder: Send a payment reminder to the customer.
  • Mark as Paid: Mark invoice as completed.
  • Duplicate: Create a copy of the invoice and open the new one in edit mode.
  • Delete/Cancel/Void: Remove the invoice.

Notes

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