The Invoices module manages the full lifecycle of energy invoices — from upload through processing, validation, and payment.
Page tabs
The Invoices page is a tabbed workspace. Each tab owns its own toolbar actions:
| Tab | What it shows |
|---|
| Dashboard | Validation health, invoice stats, and quick upload — the landing tab. See Validation. |
| Invoices | The full invoice data grid (described below). |
| Review | The exception queue of invoices flagged for manual review. See Invoice Validation and Review. |
| Uploads | Drag-and-drop bulk upload into the OCR pipeline. |
| Activity | An audit log of review actions taken on invoices. |
Invoice Validation is not a separate menu item — it lives on the Dashboard and Review tabs here, and on the Review tab of each invoice’s detail page.
Invoices list
The Invoices tab displays all invoices in a data grid:
| Column | Description |
|---|
| Invoice Number | The unique invoice reference |
| Retail Account Supplier Account | The supplier’s retail account reference |
| Supplier Name | The energy supplier that issued the invoice |
| Retail Account Account Name | The customer account this invoice belongs to |
| Date Issued | When the invoice was issued |
| Date Due | Payment due date |
| Currency | Invoice amount in the local currency |
| Tax | Tax amount (GST) |
| Pre-Tax | Pre-tax amount |
Uploading invoices
Open the Uploads tab on the Invoices page, which provides a drag-and-drop upload zone. You can:
- Drag and drop invoice files (PDF, CSV) directly onto the upload area
- Click the upload area to open a file browser and select files
Uploaded invoices are automatically processed through the OCR pipeline (UtiliRead) and matched to the appropriate account and connection.
Row actions
- See Details (arrow icon) — Navigate to the invoice detail page with Overview, Lines, Ledger, Documents, Review, and History tabs
- More (three dots) — Additional actions
