How the Wholesale Payment Invoice List works

Checking each order to see whether a wholesale customer has paid takes time. The Wholesale Payment Invoice List shows all your wholesale invoices in one dashboard, so you can track payments without opening individual orders.

With this dashboard, you can quickly see Pending, Open, Overdue, Paid, and Void invoices at a glance. It also provides filtering options to help you find specific invoices based on date, customer, or payment status.

What the Invoice List dashboard shows

The Invoice List Dashboard provides a structured view of all wholesale invoices, making it easy to track payments. You can find the Invoice List by navigating to Wholesale → Payments and opening the Invoices tab in your WooCommerce admin panel. It is divided into several key sections:

• Quick Actions – View invoices by status: All, Pending, Open, Overdue, Paid, or Void. This helps quickly identify invoices that need attention.
• Search & Filters – Filter invoices by date or customer name to find specific transactions. The search bar also allows quick lookups.
• Invoice Table – Displays key details, including:
  • Invoice ID – A unique identifier for each invoice. Admins or store managers can click on this to download the invoice PDF. If customization is needed, it can be done directly on Stripe.
  • Order ID – The order associated with the invoice. Clicking on this redirects to the order details page for further review.
  • Order Date – The date the invoice was generated.
  • Customer Name – The registered wholesale customer.
  • Payment Plan – Displays the type of payment plan selected for the order (e.g., Net 30, Equal Payments).
  • Next Payment Due – Indicates when the next payment is scheduled.
  • Status – Shows whether an invoice is Open, Overdue, Paid, Void, or Pending.
  • Auto Charge – Shows whether the invoice charges the customer’s saved card automatically (Yes or No).
  • Amount Due – The outstanding amount still to be paid on the invoice.
  • Actions – A button to View Details, allowing admins to access full invoice information, including payment history.

This dashboard provides a clear and organized way to monitor all wholesale invoices in one place, reducing the time spent on manual tracking.

On Wholesale Payments version 1.0.7 and later, the dashboard loads invoice details for the current result page instead of loading the entire invoice history at once. This keeps the Invoices tab responsive as the store’s invoice history grows.

How to search and filter invoices

The Invoice List dashboard includes search and filter options to help you quickly find specific invoices. This is especially useful for stores handling a large number of wholesale transactions.

Using the search bar

The search bar allows you to look up invoices using Order ID, Customer Name, or Payment Plan. Type the details and matching results appear straight away.

Filtering by date range or customer name

If you need to narrow down your results, use the filter options. You can filter invoices by:

• Date Range – Select a start and end date to view invoices issued within that period.
• Customer Name – Display invoices associated with a specific wholesale customer.

For large wholesale stores, searching and filtering make it easier to manage invoices. Instead of manually scrolling through pages, you can instantly find the invoice you need. This helps streamline financial tracking and follow-ups.

What the invoice details panel shows

Click View Details in the Actions column to open the invoice details panel on the right side of the screen. Use it to check one invoice without leaving the Invoices tab.

Buttons at the top of the panel

• View on Stripe: Opens the invoice’s Stripe PDF link in a new browser tab. This button only shows for invoices where Auto Charge is No.
• View Order: Opens the related WooCommerce order in a new browser tab.
• Refresh: Reloads the latest status and payment details for this invoice.

Sections in the panel

• Summary: The date of the order, who the invoice is billed to, and the currency.
• Details: When the invoice was created and finalized, and a Customer Payment Page link. The customer pays on this Stripe-hosted page.
• Total Breakdown: The items on the invoice, with the subtotal, tax, total, Amount Paid, and Amount Remaining.
• Payment Plan: Each payment in the plan, with its amount, status, and due date.
• Payments: The payments made on the invoice, with the amount, status, and date of each one.

Troubleshooting the Invoices tab on large stores

The Invoices tab is blank, returns an HTTP 500 error, or reports exhausted PHP memory. This can happen on an older Wholesale Payments version that tries to load details for the full invoice history in one request.

1. Update WooCommerce Wholesale Payments to version 1.0.7 or later.
2. Reopen Wholesale → Payments → Invoices.
3. Use the status, customer, or date filters to narrow the visible results while confirming the page loads normally.
4. If the error continues, capture the exact browser or server error and contact support.

Increasing the PHP memory limit may hide the symptom temporarily, but it is not the primary fix. Current versions avoid loading every invoice detail at once, so update the plugin before changing server limits.

Need help?

If you have a question or run into any issues, we’re here to help.

• Premium users: Open a support ticket
• Free users: Visit our community forum