> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices

> Manage the full lifecycle of energy invoices in UMS — upload, OCR processing with UtiliRead, validation, editing, and payment — from one data grid.

The Invoices module manages the full lifecycle of energy invoices — from upload through processing, validation, and payment.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/invoices/invoices-list.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=074bca65a51f2a96746e03dff48e3a28" alt="UMS Invoices list showing invoices in a data grid" width="1440" height="900" data-path="images/invoices/invoices-list.png" />
</Frame>

## 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](/validation).                        |
| **Invoices**  | The full invoice data grid (described below).                                                                               |
| **Review**    | The exception queue of invoices flagged for manual review. See [Invoice Validation and Review](/guides/invoice-validation). |
| **Uploads**   | Drag-and-drop bulk upload into the OCR pipeline.                                                                            |
| **Activity**  | An audit log of review actions taken on invoices.                                                                           |

<Note>
  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.
</Note>

## 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](/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