Overview
The invoice table in the new UI now separates invoices from credit invoices in two ways:
- A type filter at the top of the table lets you show only invoices, only credit invoices, or both.
- The status column uses labels scoped to each document type, so an applied credit invoice doesn't read the same as a paid invoice.
- Status filtering is now multi-select. The old grouped filter options (for example, a single Open group that bundled several statuses together) have been removed. You now pick exactly the statuses you want to see, in any combination.
Who this is for: Finance Managers, Billing Admins, and anyone doing AR work in Younium.
Why it exists: Invoices and credit invoices used to be mixed together with no way to separate them, and statuses didn't differentiate between the two lifecycles. That made AR reconciliation and reminder review harder than it needed to be.
2. Prerequisites
- Access to the new Younium UI (these changes are not back-ported to classic)
- Permission to view invoices in your tenant
No setup is needed — the filter and updated statuses are on by default.
3. How document type is determined
Younium classifies each row as Invoice or Credit Invoice automatically:
| Condition | Type |
|---|---|
| Total amount is negative (< 0) | Credit Invoice |
| Document was created using the Credit action on an existing invoice | Credit Invoice |
| Total amount is zero or positive (≥ 0) | Invoice |
You don't classify anything manually — Younium derives it from the amount and how the document was created.
4. Filtering by document type
At the top of the invoice table there's a type filter.
- Open the Invoices table.
- Use the type filter at the top to choose Invoice, Credit Invoice, or both.
- The table updates to show only rows matching your selection.
Note: the type isn't shown on each row — separation happens through the filter, not row-level tagging.
5. Statuses
The status column shows a different set of statuses depending on whether the row is an invoice or a credit invoice. The displayed status is derived from the underlying document state — the raw API status is never shown directly.
Invoice statuses
| Status | When you see it |
|---|---|
| Draft | The invoice hasn't been posted yet. |
| Awaiting payment | Posted, nothing settled yet, due date is in the future. |
| Partially Paid | Posted, part of the amount has been settled, balance remains. |
| Overdue | Posted, balance remains, due date has passed. |
| Paid | Fully settled — settled amount equals total amount. |
| Overpaid | Settled amount exceeds the total amount. |
| Cancelled | The invoice has been cancelled. |
Credit invoice statuses
| Status | When you see it |
|---|---|
| Draft | The credit invoice hasn't been posted yet. |
| Awaiting refund | Posted but not applied to anything yet. |
| Partially refunded | Posted, partially applied — some of the credit has been used against invoices, the rest still available. |
| Refunded | Fully applied or refunded. Replaces Paid, which never appears on a credit invoice. |
| Overpaid | Posted with the balance gone positive — we refunded more than the credit amount. |
| Overdue | Posted, past its due date. |
| Cancelled | The credit invoice has been cancelled. |
Status pairing rules to know:
- Paid never appears on a credit invoice. Refunded and Applied-style statuses never appear on an invoice.
- Partially refunded is the credit invoice equivalent of Partially Paid.
- Refunded is the credit invoice equivalent of Paid.
Related to