# Documents

Documents lists every invoice and credit note in your workspace. Use it to find a document, see what happened to it, and fix the ones that failed.

Open **Documents** in the Invoice Portal menu. It has two lists: **Sales**, for documents you issue, and **Purchases**, for documents you receive. Each list shows the documents for the country and environment selected at the bottom of the sidebar. The number beside the title is how many documents match the current search and filters.

![The Sales Documents list. Each row shows a document number, a Document status such as Compliant or Needs Correction, a Delivery status such as Delivered or Not Started, the document type, amount, date and currency.](https://docs.complyance.io/_app/immutable/assets/list.wusacsM9.webp)

Sales Documents, with the United Arab Emirates selected. The company and documents shown are examples.

## Read a document’s status

Every document carries more than one status, because more than one thing happens to it.

| Column | What it tells you | For example |
| - | - | - |
| **Document** | Whether the document is valid, and whether the tax authority or network accepted it. | **Ready**, **Processing**, **Needs Correction**, **Compliant**, **Non-Compliant** |
| **Delivery** | Whether it reached the other side. | **Not Started**, **Pending**, **Delivered**, **Delivery Failed** |
| **Business** | What the other party decided. Malaysia only; a dash elsewhere. | **Buyer Rejected**, **Seller Cancelled** |

[Document statuses](https://docs.complyance.io/one-platform/invoice-portal/documents/statuses/) explains every value, by country. Read them left to right. A document that **Needs Correction** has a delivery of **Not Started**, because it cannot be sent until it is fixed. A document can also be **Compliant** and still show **Delivery Failed**: the document was fine, but it did not get through.

The other columns are the **Document Type**, such as B2B Invoice or B2B Credit Note, the **Company / Branch**, the **Invoice Total Amount**, the **Issue Date** and the **Document Currency**.

## Find a document

![The toolbar above the list: quick filters for document number, document type, currency and issue date, then Reset, Edit view, Filters and Actions.](https://docs.complyance.io/_app/immutable/assets/toolbar.DAQ9u6un.webp)

- **Search** by typing a document number in the box at the top right.
- **Filter** with the quick filters above the list: document number, document type, currency, issue date, document total, and each of the three statuses. **Filters** opens the full set. **Reset** clears them.
- **Sort** by choosing a column heading. Status and company columns cannot be sorted.
- **Page** through the results at the bottom, and choose how many rows to show.

To see only the documents that need work, filter **Document** to **Needs Correction**.

A view is a saved way of looking at the list. See [Search, filters and views](https://docs.complyance.io/one-platform/invoice-portal/documents/search-and-filters/).

## In this section

- [Sales documents](https://docs.complyance.io/one-platform/invoice-portal/documents/sales/): The documents you issue, and what each status means.
- [Purchase documents](https://docs.complyance.io/one-platform/invoice-portal/documents/purchases/): The documents you receive, and what each status means.
- [Document statuses](https://docs.complyance.io/one-platform/invoice-portal/documents/statuses/): Every status in the Document, Delivery and Business columns, and what to do.
- [Search, filters and views](https://docs.complyance.io/one-platform/invoice-portal/documents/search-and-filters/): Find a document, and save the way you look at the list.
- [Create and fix documents](https://docs.complyance.io/one-platform/invoice-portal/documents/create-and-fix/): Create a document by hand, or correct one marked Needs Correction.
- [Correct, cancel or reject](https://docs.complyance.io/one-platform/invoice-portal/documents/corrections/): Issue a credit or debit note, and what to do instead of cancelling or rejecting.
- [Upload documents](https://docs.complyance.io/one-platform/invoice-portal/documents/upload/): Import from Excel or CSV, use your own template, and follow the import history.
- [Download, export and email](https://docs.complyance.io/one-platform/invoice-portal/documents/actions/): Open the PDF or XML of a document, and export, download or email many at once.

Source: https://docs.complyance.io/one-platform/invoice-portal/documents/