Invoice History

To navigate to the Invoice History page:

  1. Go to Reporting
  2. From the drop down that appears, select Invoice
  3. You will be able to see all invoices that have been sent during that month and you are able to filter by a variety of filters that ensure you will be able to pull up the invoice you are looking for

Status of an Invoice

To view the status of an invoice, note the Status field, you can click on the All drop down and filter by invoice status

 

 

Sent: invoice has been sent, no action has been taken by client

Viewed: User has opened invoice but has not paid invoice

Void: Invoice was voided

Paid: Invoice has been paid, user can see the payment details by going to Reporting, then History

Invoice Action

You can resend, mark an invoice as paid, void and download an invoice PDF by going to:

  1. Reporting, then Invoice
  2. Navigating to the Action column and selecting Options
  3. You’ll see a drop down menu, select the option you would like to go with
  4. Note the changes appear on screen if marking an invoice as paid or voiding

 

Invoice_Options_Column.png

 

Pending approval status in the history

If an invoice is in Pending Approval status, then the invoice cannot be edited by this user or any other user. To view the status of an invoice that was sent out for approval, you may do so by:

 

  1. Selecting Reporting, then Invoicing

Invoice_history.png

 

  1. On the top left corner; select the date range needed

Invoice_history_2.png

 

  1. Once the correct date range has been selected, all transactions will display with current Status

Invoice_history_3.png

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