What are client invoices

The Client Invoices section in Vault Synapse provides a comprehensive overview of all invoices associated with a client. It helps you track billing history, monitor payment statuses, and review financial performance at a glance — all in one centralized location.

Invoices are automatically linked to their respective clients, ensuring full visibility into billing activities and payment timelines. This feature supports effective financial management and allows you to make informed decisions about client relationships and revenue flow.

To access a client’s invoices, open the Clients module and select the Invoices tab within the chosen client’s page. The page will display all invoices linked to that client.

At the top of the screen, you will see a graph showing the total invoiced amount on a monthly basis, giving you an instant visual overview of billing trends over time.

The lower part of the screen displays a list view containing all individual invoices associated with the client. The list is organized by year for easier navigation and reference.

Information displayed in the invoice list is as follows:

• # – Displays the unique ID of the invoice.
• Client – Shows the client associated with the invoice. In this view, all invoices belong to the client currently being viewed.
• Title – Displays the title of the invoice, if one was assigned.
• Ref – Shows the reference number associated with the invoice, if applicable.
• Invoice Date – Indicates the date when the invoice was generated.
• Due Date – Displays the date by which payment should be completed in full.
• Total Amount – Shows the total value of the invoice.
• Status – Indicates the current status of the invoice, such as Draft, Overdue, or Paid.

Clicking on values in the invoice list view will take you to various tabs across Vault Synapse's modules.

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.