Managing invoices and payment links

Mercury's Invoicing dashboard gives you a central place to track, organize, and take action on all your invoices and payment links. This article covers how to navigate the dashboard, manage individual items, and access Invoicing on mobile.

Accessing the Invoicing dashboard

On web, click Invoicing from the lefthand navigation menu on web. This opens your Invoicing dashboard.

At the top of the dashboard, you'll see summary totals for:

Active items
Overdue invoices
Paid items

Each summary shows the total amount and the number of invoices or payment links in that category.

Only admins and custom roles with invoicing permissions can access the Invoicing page.

Viewing and sorting items

Your invoices and payment links appear together in a unified table. The table layout depends on what you've sent:

Payment links only — the table shows payment-link-specific fields only
Invoices only, or both — the table shows the full expanded view with all invoice and payment link fields

You can sort the table by customer, creation date, due date (invoices only), invoice number, amount, and status.

Payment links don't have due dates. Their available statuses are: Active, Paid, Canceled, and Processing.

To narrow your view, click Filters to filter by status, customer, due date, and more. Canceled invoices are hidden by default — use the toggle within Filters to show them.